Kelly Palmer

Kelly is deeply committed to helping his clients achieve Economic Freedom. Since 1988, he has provided comprehensive financial planning to individuals, couples, and families, guiding them toward long-term security and reassurance.

With a collaborative and values-driven approach, Kelly partners with clients to create personalized strategies that support their goals and legacies. Over the years, he has helped hundreds of families build lasting financial foundations and confidently pass on their wealth to future generations.

Kelly joined Mercer Advisors in 1986. He holds a B.A. in Human Development from California Polytechnic State University. Kelly is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Life Underwriter®, and a Chartered Financial Consultant®.
A respected leader in his field, Kelly is a past president of the Santa Barbara Chapter of the Financial Planning Association and a former member of the Santa Barbara Estate Planning Council.

Now based in Ketchum, Idaho, after many years in California, Kelly enjoys spending time outdoors, in activities such as boating, spearfishing, fly fishing, snowshoeing, and camping. He’s also an active volunteer with Higher Ground and his local church community.