4500 North Prospect Road, Suite 200, Peoria Heights, IL 61616

309-691-9600

Your Dreams + Our Strategies

We tie your vision to our proven financial strategies, bringing your dreams closer every day. Let’s make it happen together.

Our Process

Wealth Beyond Money

We believe true wealth goes beyond financial assets. That’s why we’re here to help you achieve a life that’s balanced, fulfilling, & truly rich in every sense.

Our Services

Building Trust & Confidence

We create lasting relationships that are built on trust to help you lead a purposeful life. Guided by our Christian values, we prioritize your needs every step of the way, ensuring you always come first.

Who We Are

Helping You Achieve Financial Wholeness

True financial wholeness means confidence in every part of your financial life – from investments to retirement, insurance to estate planning. We can help you connect the dots, so everything works together. Let's build your roadmap together.

Secure Your Legacy

A comprehensive estate plan includes strategies for help in distributing assets, reducing taxes, and setting up safeguards for your loved ones. We'll customize a plan for your specific situation that aligns with your goals and values.

Estate Planning

Estate Planning

Let us help you protect your legacy, secure your family’s future, and ensure your wishes are honored

Estate Planning
Wills vs. Trusts

Wills vs. Trusts

Find out how they differ – and why they both play an important role in comprehensive estate planning

Wills & Trusts
Power of Attorney

Power of Attorney

We'll help you understand the types of POAs and guide you through appointing someone you trust

Power of Attorney

Schedule a Consultation

Contact Us Today

Get the financial guidance you’re looking for by talking with one of our financial advisors. We would love to meet you!

Peoria Office

Peoria Office

4500 North Prospect Road, Suite 200
Peoria Heights, IL 61616

Forsyth Office

Forsyth Office

332 W. Marion Avenue, Suite N1

Forsyth, IL 62535

Springfield Office

Springfield Office

983 Clocktower Drive, Suite C

Springfield, IL 62704

Our Mission

Our practice creates lasting relationships built on trust to assist you in leading a life of purpose.

Meet Our Team

Financial Insights Blog

Stay on top of the latest financial news with weekly insights from our advisors

Strong Values, Investments & Community

Strong Values, Investments & Community

Why you should align your financial life with your values

Read Blog
How Retirement Spending Changes

How Retirement Spending Changes

When to shift from accumulation mode to legacy and protection mode

Read Blog
Economic Update

Economic Update

Here's what you need to know for December 2025

December Update
3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

Blended families are beautiful and their planning needs are unique

Read Blog
Navigating Your Financial Journey Podcast

Navigating Your Financial Journey Podcast

Explore the concepts of financial wellness with the PalomarWealth team. Each episode examines a different financial topic with the goal to prepare you for a stronger financial future.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

1 Timothy 6:17-19 

“Instruct those who are rich in this present world not to be conceited or to fix their hope on the uncertainty of riches, but on God, who richly supplies us with all things to enjoy. Instruct them to do good, to be rich in good works, to be generous and ready to share, storing up for themselves the treasure of a good foundation for the future, so that they may take hold of that which is life indeed”.

Have a question? We're ready to help.

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