Mark Palmer

Mark Palmer is a dedicated Financial Planner at Edelman Financial Engines, where he combines his extensive knowledge in Law and International Finance with a genuine passion for helping clients navigate the complexities of financial planning. Raised in Southern California and educated across both coasts, Mark brings a well-rounded perspective to his practice, focusing on the ever-evolving needs of his clients.

At Edelman Financial Engines, Mark is committed to democratizing access to sophisticated investment strategies that were once reserved for institutional investors. He believes that every individual deserves a trusted financial advocate who prioritizes their best interests. Mark's approach integrates cutting-edge technology with personalized service, guiding clients through their financial journeys with clarity and confidence. His role as a fiduciary empowers him to provide advice that is always aligned with the goals and values of his clients.

Mark takes pride in delivering straightforward wealth planning and investment advice that helps individuals and families build, grow, protect, and preserve their financial legacies. He understands that fostering confidence in one's financial decisions not only benefits his clients but also positively impacts their families and communities for generations to come.

Outside of his professional commitments, Mark enjoys spending time with his family and exploring the beautiful landscapes of California, embracing the same sense of adventure he encourages in his clients' financial journeys.