Mike Palmer

Raleigh, NC

Verified Identity

Managing Principal at

Ark Royal Wealth Management

Years of Experience

26 years

Number of Clients

Average Client Size

$2,000,000

Member Since

2023

Allow Me to Introduce Myself

I've spent three decades helping successful people make smart decisions about money. We invite you to learn more about our firm and how we partner with clients. We serve clients throughout the Carolinas from offices in Raleigh & Charlotte. I'm proud to be a 15+ year member of NAPFA and a contributi...

Clientele

Retirees

High Net Worth Individuals

Corporate Executives

Tech Employees

Wealthy Families

Services Provided

Financial Planning

Investment Management

Tax Planning

Retirement Planning

Specialties and Expertise

High Net Worth Planning

Cash Flow Analysis

Trust Services

Tax Minimization Inv...

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Education

University of North Carolina at Chapel Hill

Bachelor of Arts

Obtained in 1987

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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