Palmer Financial Wellness

"Founded by a former CTO, Palmer Financial Wellness is a financial planning and advisory firm specializing in startups, founders, and their employees. We understand startup dynamics firsthand. As a financial advisor with 30 years in tech—including CTO roles at startups and consulting firms—we bring a unique perspective to addressing founders’ challenges. We help startups navigate inconsistent income, optimize cash flow for day-to-day operations, and ensure payroll and compliance are handled seamlessly. We help founders manage personal financial risks alongside business growth. We provide employees guidance on equity compensation, limited benefits, irregular cash flow and tailor their financial plans accordingly