Atwood & Palmer, Inc.

Atwood and Palmer, Inc. is an SEC-registered investment adviser founded in 1990, with principal shareholders including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, and Peter J. Sowden. The firm offers individualized discretionary investment management services to institutional and individual clients, creating Investment Policy Statements based on client goals, risk tolerances, and liquidity needs. The firm primarily invests in stocks, exchanged traded funds, and fixed income securities, with the ability to invest in securities outside the normal process upon client request. Atwood and Palmer, Inc. manages $1,723,355,253 of client assets as of 12/31/2024. The firm provides comprehensive financial planning services, including retirement planning, risk management, and estate planning, with fees based on a percentage of assets under management. The minimum initial investment is $2 million, which may be waived in certain circumstances. Atwood and Palmer, Inc. acts as a fiduciary and may recommend alternative investments when appropriate. The firm uses fundamental and technical analysis for security analysis and employs long-term purchases, short-term purchases, and option strategies in managing client accounts. Clients have the option to grant discretionary authority to the firm for investment decisions. Atwood and Palmer, Inc. does not charge performance-based fees, and its clients include individuals, pension plans, charitable organizations, and corporations. The firm's investment personnel, including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, Peter J. Sowden, William N. Palmer, and Evan R. Lang, have no disciplinary actions against them and are supervised by Teresa Burch, the Chief Compliance Officer.