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New Client Onboarding Form

Welcome to Atwood & Palmer, Inc. We are truly excited to begin working with you to help achieve your financial goals. As a Registered Investment Advisor regulated by the Securities and Exchange Commission, all information provided is strictly confidential. Please provide the information requested in this form so that we may begin the process of opening your accounts with Atwood & Palmer, Inc.

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We work with a limited number of clients and welcome introductions by referral or direct inquiry. Whether you are evaluating advisors for the first time or reconsidering your current relationship, we'd be honored to learn about your family's goals and to share how we might serve you and those who follow.

Atwood & Palmer, Inc.

4520 Madison Ave, Suite 200
Kansas City, MO 64111

816.931.2266

invest@atwoodpalmer.com