Community Centered, Philanthropy Oriented, and Experienced

The Palombo Group are, at the core, a community centered group which is reflected in the way we choose to involve ourselves inside and outside of financial advising. Our team is involved in many Austin organizations that you can explore on the community involvement page. The beauty of working with the Palombo group is the ability to get great service in your financial life along with recommendations on how to find your place in the Austin community.

Philanthropy is a core pillar of the group. We hope to work with clients to find their own journey to community impact and philanthropy. We are experts in strategic giving and its ability to help our clients seek the ways their financial success can also benefit organizations that motivate and inspire them.

The Palombo Group is a strategically small practice that allows for senior level expertise on each aspect of your financial life. Together the team has a wide range of expertise over multiple disciplines and over 50+ years of combined experience. We are committed to providing excellence to everyone we get the pleasure of serving.

Projects and Clients

The Palombo Group has worked with a diverse and complex set of clients. We pride ourselves in the relationships we build with our clients, and the awareness to adapt to their constantly changing lives. We are known for our expertise in strategic giving, tax efficient strategies, and ability to get you information on any financial situation that may arise in your life. Our goal is to make complex financial topics easily digestible to anyone we work with. We hope to make an occasionally stressful aspect of your life easier.

Why we love Baird

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. Our team, The Palombo Group, joined Robert W. Baird & Company because of these shared values, the commitment to leadership development of women in our industry, and the long history of charitable giving. These values drew us to the 100 year-old Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.