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The Palomar Knot

The Palomar Knot is regarded as one of the strongest and most reliable because it is tied together with dual equal partner strands.

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At Palomar Advisors, we believe a strong and trusted bond between two parties is the foundation for our success. A trusted bond begins with an unwavering commitment to the truth. We leverage our years and range of experience to ask informed questions that will lead to insightful recommendations and implemented plans resulting in improved business results.

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A Different Type of Firm

We are experienced operators who have led successful teams for high-performing companies. Chances are we have personally worked through and solved many challenges your leaders are facing.

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We engage in projects where we are confident we will have a positive experience and real impact on the performance of the business. 

 

Mutually trusted partnerships with our clients are critical to the success of our engagements.

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To ensure we have a good fit, we strongly prefer an in-person introductory meeting before the start of any engagement.

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Our experienced senior partners lead projects directly and remain hands-on throughout the entire engagement including implementation of the recommended actions.

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Because we focus on driving sustainable outcomes, we prefer to include a follow-up session months after the initial engagement to track progress of the solutions and ensure accountability.

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We believe it is critical to get the buy-in and active participation of all key stakeholders involved.

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We are proud of the work we have done and relationships we have built throughout our careers. Upon request we are happy to share personal references.

Meet The Team

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