Experience Makes all the difference
At The Palm Financial Group, we realize that when it comes to pursuing your financial goals, there is nothing more important than who you choose to stand by your side. As a third-generation family-based team, we continually strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Our goal is to create a roadmap for you and your family by combining the financial planning capabilities of UBS and our own multigenerational experience of serving our clients.
Whether you are navigating life's milestones or planning your legacy, our goal is to provide relevant guidance that continuously grows with your family's financial needs.
Over 35 years ago, our team's founding partner, Alan "Cubby" Wolfe opened the Madison, Wisconsin office (formerly under PaineWebber). Cubby was later joined by Mike Palm in 1991, who now currently leads the team.
Michael G. Palm, CFP®, CIMA®
Terrence James "T.J." Hankerson
First Vice President - Wealth Management
Financial Advisor
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608-831-8674
Kirk M. Hager, CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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608-831-8673
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Matthew M. Palm, CFP®
Financial Advisor
Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
608-831-8668
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