“Five years from now, you’re the same person except for the people you meet and the books you read.”
— John Wooden

Brian Bisdorf (MBTI: ESFP) grew up in the suburbs of Indianapolis, Indiana, where he developed a deep interest in computer technology. He earned a degree in computer programming, but he discovered his true passion was helping people find solutions to real-world problems.

Brian connected with mentors who led him into a career as a financial advisor. For years he’s helped his clients manage their emotions and maintain a long-term focus on their goals, both for retirement and in navigating major life changes. Brian eventually became a Certified Retirement Planning Consultant™ (CRPC®).

Feeling stifled despite a successful career at Edward Jones, in 2019, Brian and his friend and colleague Luke Palmer and Luke’s wife Bridget, created a new type of firm. Together, they view planning as a foundation for action and where clients’ fulfilled aspirations is the measure of success.

Since its founding, Bisdorf/Palmer, LLC has a proven track record for getting others enthused and energized around their wealth-creating plan. They believe that identifying/implementing small changes bring large benefits.

In Brian’s capacity as wealth coach, he helps clients understand the actions their plan requires, prioritize their decisions, act, and find joy in the process.

Professional Designations and Registrations

• CRPC®
• FINRA Series 7 and 66 securities registrations
• Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC