Ark Royal Wealth Management

Ark Royal Wealth Management Ark Royal Wealth Management is a fee-only wealth management firm. We help successful people make smart decisions about money!

If you are unsure where to turn to for sound, unbiased financial advice - give us a call! We help successful people make smart decisions about money. We do that by:

Nurturing a culture that puts our client’s interest first – always being truthful and intellectually honest with ourselves and with our clients, even if it is difficult or uncomfortable. Committing to lifelong learning and applying ou

r wisdom efficiently and effectively every day. Aligning what we say, what we do and what we think to honor ourselves, our families and our firm. Learn more about us at http://www.ark-wealth.com/about

Not everyone needs a financial advisor. That may be surprising coming from....a financial advisor, but it's true. Our la...
05/22/2026

Not everyone needs a financial advisor. That may be surprising coming from....a financial advisor, but it's true. Our latest video helps separate fact from fiction in the value provided by working with a fee-only Certified Financial Planner.

Do you really need a financial advisor, especially as you prepare for retirement? Lots of DIYers do a solid job saving for retirement, but few realize that t...

05/15/2026

Aligned Interest, Better Results: The Ark Royal Wealth Management Difference

Are you feeling confused about how to turn your retirement savings into retirement income? Our latest video covers 4 str...
05/04/2026

Are you feeling confused about how to turn your retirement savings into retirement income? Our latest video covers 4 strategies for turning your portfolio into a paycheck .

3 likes. "Retirement Income Planning: Which Strategy Gives You the Most Freedom?"

The process of finding a financial advisor can be intimidating. We made a video to help make it a little less so. From t...
04/09/2026

The process of finding a financial advisor can be intimidating. We made a video to help make it a little less so. From the initial Introductory Call to our ongoing meetings, and every step in between. You'll find our approach is transparent and straightforward.

Finding a financial advisor can be intimidating. In this episode, Mike Palmer, CFP® walks you through our process. From Introductory Call to Discovery Meetin...

Are you heading towards retirement without a plan? Be sure to watch our latest video that outlines mistakes that recent ...
03/24/2026

Are you heading towards retirement without a plan? Be sure to watch our latest video that outlines mistakes that recent retirees made - and how to avoid them!

55% of recent retirees wish they'd done things differently. In this video, Mike Palmer, CFP® breaks down the biggest retirement planning mistakes — and what ...

What makes Ark Royal different? A focus on clients, not profits. A passion for excellent planning work and a distinctive...
03/10/2026

What makes Ark Royal different? A focus on clients, not profits. A passion for excellent planning work and a distinctive client experience.

Ark Royal Founder Mike Palmer helped lead larger advisory firms, but realized growth became an all-consuming objective. He built Ark Royal differently - to make…

"Trump Accounts" offer a powerful way for parents and grandparents to jump start a child's retirement. Learn more in our...
03/05/2026

"Trump Accounts" offer a powerful way for parents and grandparents to jump start a child's retirement. Learn more in our latest video.

Is the Trump Account the most powerful tax-free wealth strategy for the next generation? Don't play politics with this account - no matter your political vie...

When to start Social Security benefits can be confusing - especially when someone at the SSA office recommends you comme...
02/26/2026

When to start Social Security benefits can be confusing - especially when someone at the SSA office recommends you commence at age 65?! Learn how we helped our client avoid a $300,000 mistake.

Are the "experts" giving you the wrong advice about when to start your Social Security benefits? In this video, Mike Palmer, CFP® and founder of Ark Royal We...

Lots of people dread budgeting. We have a easy and painless solution. Watch our latest video to learn more.
02/12/2026

Lots of people dread budgeting. We have a easy and painless solution. Watch our latest video to learn more.

Knowing what you spend today is critical to planning for spending in retirement. Most people hate the idea of budgeting. But our cash flow recon process is s...

If you inherit an IRA you'll want to watch this video. The required distribution rules are complicated - and a slip up c...
01/23/2026

If you inherit an IRA you'll want to watch this video. The required distribution rules are complicated - and a slip up can be expensive.

If you inherited an IRA after 2020, you may be facing a ticking tax clock. The SECURE Act essentially eliminated the "Stretch IRA" for most non-spouse benefi...

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2700 Wycliff Road Suite 360
Raleigh, NC
27607

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