Consultative, outcome-based insurance for registered investment advisors

The Palladium Group by Ash Brokerage is committed to providing RIAs with a wholly agnostic approach driven by client outcomes, unparalleled white-glove service, and a transparent compensation model. Since 2012, Palladium Group has made significant investments in our technology and our team to respond to the changing needs of RIAs. We're proud to offer a service platform that will meet your clients' needs now and in the future.

Comprehensive Platform

A one-stop shop for dependable, practical and confidential solutions for your clients' insurance needs, packaged in an innovative, easy-to-use platform.

Concierge Service

Customized, personal insurance solutions delivered with integrity, open lines of communication, and white-glove service.

Transparent Process

We mirror your fiduciary responsibility by focusing only on your clients’ best interests, and providing insurance solutions that result in the best outcomes.

Trusted Partner

The Palladium Group team is backed by the expertise and reliability of the entire Ash Brokerage enterprise,

RI As Work Around Table With The Palladium Group
Why Palladium
Success, Insured

Palladium Group was developed with a singular mission: to provide superior consultative, outcome-based insurance solutions to registered investment advisors. Always mirroring your fiduciary duty, our goal is to integrate within your firm and work alongside your advisors to become an extension of your team.

From securing a client’s financial plan with the right insurance solutions to devising strategies to continue to work with succeeding generations, we support and add value to your business

Speak to A Palladium Group Expert

Our team of consultants, analysts, and technicians is here to provide you with transparent, effective, and impartial answers to all your insurance questions.

An absolute gem

An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!

Marshall Dearing Financial Advisor
Marshall Dearing
Associate Advisor, Vector Wealth Strategies
Bravo Zulu

As we say in the US Navy, BRAVO ZULU!

Joseph Faris Financial Advisor
Joseph B. Faris
Financial Representative, Northwestern Mutual
Always exceptional

Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.

Tim Carlson Financial Advisor
Timothy M. Carlson
Financial Advisor, WESTconsin Investment Advisors
A class act

The whole company is a class act — from receptionists to anyone who answers the phone in any specific department. Keep up the great work!

George Christopoulos Wealth Advisor
George T. Christopoulos
Wealth Advisor, 72 Financial