top of page

Michael Palmer

MSFP, CExP ™, RICP®
Owner, Financial Planner
Owner Michael sitting by the computer

About Michael

For almost a decade, Michael has helped business owners plan their finances with the goal of having a good life, for the rest of their lives. His main focus is helping seamlessly integrate business finances and personal balance sheets to alleviate the stress and anxiety that comes with not only running a business, but one day exiting a business. His many advanced designations and experiences have helped navigate his clients through an ever changing world of complexity and financial uncertainty.


Michael and his wife, Niki, live in Alpharetta, Georgia with their three children. They have been together since Niki's career as a sportscaster and Michael's time playing in the NFL with the Pittsburgh Steelers and Atlanta Falcons. They both enjoy spending time volunteering at No Longer Bound, where Michael serves as a board member. Together, Michael and Niki have a passion for the family unit and helping men overcome addiction and regenerate their lives.


Credentials

Education and Experience:

The American College of Financial Services 2021-2022

Masters in Financial Planning​

The Business Enterprise Institute 2020

Certified Business Exit Planner™

University of Georgia 2018-2019

Executive Program in Financial Planning

University of Michigan 2018 - Stephen M Ross School of Business

NFL Business Management and Entrepreneurship

Clemson University 2006-2010

College of Business and Behavioral Science

Investment Podcast

Joe DeLisi Financial

Practical and easy to digest financial information for individuals and small business owners that will ease your money worries. 

Contact Us

Reach Out to Our Team Today

Take the first step toward securing your financial future.

Check the background of this investment professional on FINRA's Broker Check.

bc_logo_large.png
bottom of page