At Palermo Landsman & Ross, we uphold the highest standards of integrity and trust, guiding our clients with expertise and transparency for them to achieve lasting financial success. We are committed to empowering clients, The Team, and partners through continuous learning, collaboration, and innovation, creating growth and stability in an ever-changing financial landscape. With a deep focus on philanthropy, we leverage our success to make a meaningful impact on the communities we serve.

To be the trusted advisor of choice, empowering clients, employees, and communities through integrity, innovation, and collaboration to achieve financial success and lasting impact. We envision a future where our commitment to excellence and philanthropy strengthens relationships, drives growth, and creates meaningful change in the lives we touch.

Integrity – As trusted advisors, we uphold the highest ethical standards, ensuring honesty, transparency, and accountability in everything we do. Trust is not just given—it is earned through unwavering commitment to our clients, employees, and strategic partners. We remain steadfast in guiding those we serve with expertise, integrity, and an unrelenting focus on their success.

Client Focused – Our clients are at the heart of every decision we make. We go beyond compliance and calculations—we provide strategic, proactive guidance tailored to their evolving needs. By equipping our clients with financial clarity and confidence, we help them make informed decisions that drive their growth and success.

Empowerment – We are committed to growth at every level—for clients, our firm, our employees, and our referral partners. Through continuous learning, professional development, and mentorship, we equip our team with the tools to lead, innovate, and excel. We empower our clients and community to achieve financial success and stability, turning challenges into opportunities.

Collaboration – Strong relationships are built on trust, and trust is built through collaboration. We work closely with clients, colleagues, and Centers of Influence, fostering dynamic partnerships that drive success. By leveraging collective expertise, we deliver holistic solutions that create meaningful and lasting financial impact.

Innovation – In an ever-changing financial landscape, we recognize adaptability is key. We stay ahead of industry shifts, regulatory changes, and economic volatility to ensure that our clients, partners, and employees remain well-positioned for success. Our forward-thinking approach enables us to provide solutions that anticipate challenges before they arise.

Philanthropy – Beyond financial success, we are dedicated to making a difference. We actively support philanthropic initiatives uplifting and strengthening our communities. Through active service, advocacy, and giving, we extend our commitment to excellence beyond our firm—creating lasting, positive impact where it matters most.