Merrill Lynch Financial Advisor Matthew Palmer

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Matthew Palmer is a financial advisor based in Miamisburg, Ohio, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), Matthew provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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