Broker Check
Chuck Palmer, CFP®

Chuck Palmer, CFP®

Senior Managing Partner | Wealth Advisor

Chuck Palmer has been named one of Forbes* Best-In-State Advisors from 2018-2023.  A Certified Financial Planner™ professional, Chuck’s biggest strength is his ability to understand what is most important to our clients and then put everything into perspective for them. He listens carefully and asks lots of questions to get beneath the surface and understand their psychology and the details of their needs and concerns. His goal is to be able to customize their financial plan to address specifically what they want to accomplish, and then let the plan drive the amount of risk taken in the portfolio. 

Having begun his career in the Chicago area as a CPA at PriceWaterhouseCoopers, Chuck audited the financial statements of various public and private companies. His move to the wealth management business at a major wirehouse in 2004 enabled him to use his people skills as well as his analytical experience to make a difference in people’s lives. In 2008 he joined the team that is now Kindred Wealth Partners and he spends much of his time traveling to visit clients across the country.

Chuck earned his B.S. in accounting from the Kelly School of Business at Indiana University. A native of Columbus, Ohio, he is an avid Ohio State football and Hoosier basketball fan.  As a self-described “sports freak,” Chuck enjoys teaching sons, Charlie and Ethan, and step-sons, Mason and Max, how to fly fish, golf and play baseball.  He is on the Board of the Zanesfield Rod & Gun Club where he and his family first learned to fly fish and he has been heavily involved with the Indiana University Alumni Association, having served on its Executive Council and as past President of both the Chicago and Pittsburgh Chapters.

*"Forbes Best-In-State Wealth Advisors: Research provided by SHOOK Research determined this ranking based on an algorithm of qualitative and quantitative data. The advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. For 2023 there were 39,007 nominations received, 22,243 invited to complete an online survey, 17,546 telephone interviews, 3,557 in-person interviews, and 1,361 web-based interviews. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are not affiliated with Forbes or SHOOK research. "