Palm Wealth Partners - Boca Raton (FL)

5 /5 Jordan Eaves: Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

5 /5 Robert Marsh: I cant recommend this firm highly enough. From start to finish, the experience has been professional, insightful, and truly personalized. Our advisor was extremely knowledgeable and took the time to understand our unique financial situation, offering thoughtful and strategic guidance tailored to our goals. What really stood out was how personable, open, and friendly the experience was. There was no pressure to make quick decisions or commit right away—they focused on building trust and making sure we felt informed and comfortable every step of the way. If you’re looking for a team that combines financial expertise with a genuinely approachable, no-pressure style, this is the place to go.

5 /5 Christopher Luciani: The entire Palm Wealth Partners team made my financial planning simple and stress free. They consistently go above and beyond, and are always there to answer any questions I have. I highly recommend them for anyone looking for personalized financial guidance.

5 /5 Michelle Fitzpatrick: Working with Palm Wealth Partners has been one of the best decisions Ive ever made for my financial well-being. From the very beginning, it was clear how much they genuinely care about their clients. They took the time to understand not just my financial situation, but also my goals, values, and concerns. Their communication and frequent “check ins” have made sticking to my financial plan much easier and more successful. Whether I have a question they’re always responsive, patient and excited to help. They explain complex financial concepts in a way that makes everything feel manageable and approachable. Thanks to their guidance, I’ve made significant progress toward my financial goals, far more than I thought possible in this time frame. This is the most confident and in control of my financial future that I have ever been. Thank you so much!!

5 /5 Christine Dobos: If I could give Palm Wealth Partners more than 5 stars, I would. I have never had better communication, education, and collaboration surrounding my money in my over 30 years of using managed money financial services. Palm Wealth Partners understands my needs AND my wants when it comes to managing my assets. Palm Wealth Partners is savvy with stocks, bonds, mutual funds, AND retirement funds (FRS) and 403B investment options for teachers. I look forward to a long, lucrative relationship with Palm Wealth Partners.