Robert Palmer

JD, CFP®, ChFC®, Director of Financial Planning


Robert Palmer JD, CFP®, ChFC® is a financial planning specialist with a background in law and finance. He started his career in the legal sector working alongside judges and law firms as a consultant focusing on estate, tax, and matrimonial law. He has contributed to legal commentaries and treatises centered around tax and estate law. Looking to adopt a more entrepreneurial path, he transitioned into the financial field to drive a more profound impact on clients through financial planning. He established his own financial planning practice before joining Fidelity Investments, where he led a financial planning team. While at Fidelity Investments, Robert furthered his education by earning a Financial Planning Certificate from NYU while subsequently becoming a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®. At the same time, he won several awards through Fidelity Investments for outstanding performance and exceptional planning, leading his team to the top national percentiles. His experience has led him to specialize in comprehensive financial planning for businesses, high-net-worth families, and individuals. Robert attended the University of Vermont and received a BA in Philosophy & Political Science with a minor in History. He also obtained his Juris Doctor from Pace Law School. Robert lives in Houston, Texas, after leaving his hometown of Greenwich, Connecticut, where his family has been since 1640. He enjoys experiencing new cuisine and traveling to learn more about different cultures.

Hi, nice to meet you.

At Avidian, we provide a suite of tailored wealth management solutions geared around you and your goals. Click my brochure to learn more about our team and the Avidian difference.

Download My Brochure

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!