Broker Check
Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At Palomar, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More
The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn More

Get Financial News & Updates Delivered to Your Inbox

Thank you!
Oops!

Have a Question?

Thank you!
Oops!