Luke A. Palmer, CFP®, AAMS®, CRPS®
Owner, Wealth Planner

“I believe that if you show people the problems and you show them the solutions they will be moved to act.”
— Bill Gates

Luke Palmer (MBTI: INTJ) Growing up, Luke had many conversations with his dad, who was in finance, about money, business, and work. A talented musician, Luke earned a doctorate in music from Western Washington University, where he met and married his wife of 28 years, Bridget.

The couple moved to Pennsylvania so Luke could care for his ailing father, and Luke took a teaching position at a college. Later, Luke shifted gears and spent 11 years as a financial advisor with Edward Jones.

Luke teamed with Bridget and fellow Edward Jones advisor Brian Bisdorf to develop a multi-professional practice. Using that approach, advisors share client stewardship and leverage the team’s collective talent to deliver a full scope of services to clients in a fiduciary capacity.

Being a natural problem solver, with the ability to see the intricacies in complex financial systems, Luke’s role as a wealth planner has proven a natural fit. Luke is responsible for ensuring that individualized financial plans help clients maximize their wealth potential.

Luke and Bridget live in Fort Worth, Texas. He enjoys reading books on a wide range of topics, podcasts, exercising, quality time with family, and travel. Despite having lived throughout the country, they consider Texas home.

Professional Designations and Registrations

  • AAMS®
  • FINRA Series 7 and 66 securities registrations

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