Are you in need of valuable investment solutions or honest financial guidance, and have you been looking for a CERTIFIED FINANCIAL PLANNER™ practitioner in Southlake TX?

Bisdorf Palmer believes that money is here to serve you and not the other way around! With over 30 years of combined experience, our team provides individuals and business owners in Southlake with CERTIFIED FINANCIAL PLANNER™ practitioners genuinely invested in their financial health and success, providing them clarity in their financial decisions. At Bisdorf Palmer, we take pride in providing you with superior, trustworthy financial guidance and total tactical support when implementing new financial plans. From retirement planning to risk management, our ensembled team of financial advisors is happy to serve you in the ways you need us the most!


Financial Advice You Can Rely On

Research shows that people with a trusted financial advisor are more likely to achieve their financial and life goals. You can rely on our team at Bisdorf Palmer to act with honesty, diligence, integrity, and competence on your behalf. Unlike other CERTIFIED FINANCIAL PLANNER™ practitioners in Southlake TX, we are passionate about helping our clients achieve their life dreams. We work hard to obtain the best tools, research, and advisors available and maintain a team committed to the honest pursuit of bettering themselves and our services every day.

Our approach to financial advising is uniquely innovative and uses research and software that is leading in today’s industry. Our planning, portfolio optimization, account aggregation, forecasting, investment analysis, economic analysis, and screening processes work together to reveal potential risks and opportunities for financial growth that frequently go unnoticed by other Southlake CERTIFIED FINANCIAL PLANNER™ professionals.

Bisdorf Palmer offers you a comprehensive list of financial advisement services for every season of life, including:

  • Risk management
  • Accumulation
  • Estate planning
  • Tax planning
  • Retirement planning
  • Business planning


Southlake Certified Financial Planners

We like to say that life’s most important financial decisions can only be made once, so have financial confidence with whom you trust your money! Bisdorf Palmer is eager to help you experience the freedom that comes alongside making wise financial decisions for life, and we are CERTIFIED FINANCIAL PLANNER™ professionals in Southlake TX. We are ready to serve you, so call Bisdorf Palmer today, or fill out one of our online contact forms!

Investing the Way it should be