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Financial Guidance to Protect Your Nest Egg. Technology to Watch it Grow.

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Plan. Monitor. Grow

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.

Integrated Wealth Management to Help Connect the Dots.

Pairing world-class service with down-to-earth conversations.


What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today. Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business.

Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

Benjamin Portman Photo

Benjamin Portman

President
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bportman@palisadeadvisors.com


My passion for financial planning all began at a large regional bank in my hometown. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests. 

Upon having this realization, I decided to leave the banking world and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own firm. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages. 

Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Palisade Advisors will continue to grow and make a real difference in our communities. Outside of work, my wife, Cindy, and I enjoy volunteering our time at several local organizations. When we’re not doing that, we enjoy going to art museums and attending cooking classes.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would buy a vacation house and embark on a year-long tour of Europe and Asia.

What’s the most likely place people could find you on a Saturday night?
At my sister and brother-in-law’s place with my wife, playing scrabble and enjoying a cold beer.

Which would you pick: Living on the beach or living near the mountains?
Live on the beach in the summer and near the mountains in the winter.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Slow down — the faster you go, the more you miss out on.

Regina Smith Photo

Regina Smith

Investment Analyst
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rsmith@palisadeadvisors.com


From a very young age, I was interested in the stock market. Every day, I would watch my dad as he read the latest stock market update and adjust his strategy accordingly. This passion led me to pursue internships at several investment practices right out of college, where I quickly learned the art and science behind making investment decisions.

While I was able to secure multiple jobs at a variety of firms after that, I was interested in joining a practice that was more in-line with my values and beliefs. One day at a networking event, I met Benjamin Portman, our president, and soon after realized Palisade Advisors was the place for me.

Since joining Palisade, my knowledge and insight into the stock market have continued to grow and expand. A life-long learner, I am constantly reading up on the latest market changes in order to create effective investment portfolios for our clients. In my free time, I enjoy eating out with friends and catching the latest movie.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would invest it all in the stock market.

What’s the most likely place people could find you on a Saturday night?
At the movie theater catching the latest thriller.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for perfect eyesight, unlimited vacation days and the ability to know which way the market is going to turn before it happens.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Live in the moment and never underestimate your value.

Katherine Newman Photo

Katherine Newman

Relationship Manager
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knewman@palisadeadvisors.com


I’ve worked in client relations for many years, beginning as an account manager and then later transitioning to more project management-based work. Over time, I realized I am happiest when I am helping clients have the best experience possible. So, after leaving the marketing industry, I joined Palisade Advisors to get back to my roots and establish a career that I genuinely enjoy.

Every day, I am clients’ first point-of-contact for any issues, questions or concerns they may have. My favorite part about this job is when short-term clients become long-term clients. Oftentimes, we meet clients when they’re in a pretty vulnerable position. However, over time, our advice and guidance eases their fears and alleviates their frustrations, allowing them to genuinely enjoy the experience

In my free time, you can find me reading, knitting and traveling around the world with my husband, Joe. Our three children — Rick, Whitney and Jeremiah — have all left home, giving my husband and I more time to pursue our other passions outside of our profession, including being grandparents!

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would found an animal sanctuary.

What’s the most likely place people could find you on a Saturday night?
At a friend’s house binge-watching Netflix and eating my favorite Thai dish.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach so I could put my surfing instructor certification to good use!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for the house of my dreams, the ability to work from home and the option to never grow old.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Take more risks and don’t be afraid to say “no.”

At Palisade Advisors, we’ve created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of. When you step foot into our office, we want you to immediately feel a sense of confidence because the minute you walk through our doors, you’re already on the fast track to living a more successful and enjoyable life.

We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on the same principles.


Benefits of Working With Us


Like you, we’ve made financial mistakes too.

No one is perfect, and we don’t expect you to be either. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.

Our goal is for you to need us less and less.

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

Markets Fluctuate. 

We'll Help You Stay The Course.

As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.

Situation

Solution

You need some hands-on guidance on which investment strategies are right for you.
Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

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You’re in the middle of your career, just started a family and have assets all over the place that need some organization. 
Retirement Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past.

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You’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities. 
Tax Planning
Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks.

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Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.  

When you work with us, we will:


Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns. 

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.  

Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment. 

Our retirement planning services involve:


Reviewing
Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.

Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture. 

Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.

How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?

Do you want to reduce your tax burden? Do you want to increase your assets? We can help!

We specialize in personal income tax preparation and planning and will identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.

Do you want to find out how you can reduce your tax burden?

You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return
  • Shifting income to dependents in a lower tax bracket
  • Claiming appropriate home office deductions
  • Maximizing qualified plan and IRA contributions
  • Identifying all the deductions that apply to your small business

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. Contact us today for a no-cost review of your prior three years’ tax returns.

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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?