Lifelong Guidance
We’re here for you, offering advice and support throughout life’s milestones.
Dedicated Professionals
Our experienced team shares a passion for helping you pursue your goals.
A Holistic Approach
Our process focuses on paving a path that guides you toward your goals.

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.

Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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