PalomarWealth is a Christian Financial Services Practice, they are an independent practice and part of the Thrivent Advisor Network. PalomarWealth shares that they are built on the foundation of a desire to help others. Their team shares the same Christian values, work ethic, respect, and desire to help their clients lead a life of significance.
Helping others succeed, increasing financial security, enabling clients to do the things they want to do, and creating ways for them to contribute to the causes and communities important to them is their primary purpose. Their clients are unique and have their own distinctive challenges, and their team continues to be inspired by the call to provide actionable plans that simplify complex situations while educating clients and removing confusion from the financial planning process.