Our Philosophy

We believe to build an effective plan for the future, you need to focus on three areas:

With these beliefs Palisade takes a holistic approach to advising. We work with people to ensure their entire financial picture is accounted for and monitored. While the core is investment management, we work with people to make sure their personal financial life is in order and aligned with their goals as well. 

Palisade Financial is a fee-based independent advisory firm, meaning we charge a percentage of total assets managed.  This enables us to choose only the investment products we feel are the best fit for our clients, and we do not have any incentive to ‘churn’ accounts for commissions.

The Palisade fee structure is among the most competitive in the business.  Unlike many other fee based advisors, Palisade will not receive commissions on any other products sold.  We believe deeply in our fiduciary duty, which is to handle every client's plan as if it was our own.