PLAN FOR SUCCESS.
THEN PLAN TO PROTECT IT.

Your clients have trusted you with their financial plan. Now you need an insurance partner you can trust to protect it. Welcome to Palladium Group – a boutique insurance consulting firm that provides your clients with the same superior level of care and attention they have come to expect from you.

We mirror your fiduciary responsibility by focusing only on your client's best interests and proposing solutions that result in the best outcomes. We assess, consult and advise – never sell. As your collaborative insurance partner, we come alongside you to ensure your client’s financial plan is adequately protected, providing consistent and proactive communication every step of the way.

This is about outcomes over incomes.
People over products.
Success, insured.

What We Do

 

Consulting and Analysis

 

Outcome-Based Insurance Solutions

 

Ongoing Service and Policy Support

 

Our Team

With close to 50 years of history and backed by a national network of 450 professionals, our team has incredible depth and resources to back your practice. Here are a few key faces you should know.

Aenea

Kylee Shirey

VP Business Development

Aenea

Jeff Hess

Risk Management Consultant

Aenea

Matt McAvoy

Risk Management Consultant

About

Palladium Group serves as a trusted insurance partner to RIAs and comprehensive financial advisors looking to complete their clients’ financial plans with risk-management solutions.

Backed by the experience and resources of Ash Brokerage, a leading insurance solutions provider with a national network of 450 professionals and nearly 50 years of history, Palladium Group delivers concierge, white-glove service through innovative technology and individualized guidance to advisors and their clients.

About Palladium