Brooks Palmer

Brooks Palmer is the Head of Investments at Root Financial in Austin, TX, where he oversees the development and implementation of tailored investment solutions for a diverse client base. His responsibilities include evaluating market trends, constructing portfolios, and aligning investment strategies with clients’ financial objectives, with an emphasis on transparency and simplicity. Palmer regularly educates clients on market dynamics through commentary and media series, advocating disciplined, evidence-based portfolio construction.

He brings deep expertise in public equities, fixed income—particularly high-quality, short- to intermediate-duration bonds—and private market alternatives for retail investors. Palmer is known for his thoughtful approach to global diversification, emphasizing the importance of international equities and risk management in both volatile and stable market environments. He also maintains a healthy skepticism toward complexity and institutional trends, focusing on clear, actionable solutions for individual investors.

Prior to joining Root Financial, Palmer held regional leadership roles at Dimensional Fund Advisors, where he gained significant experience in factor-based asset management and client advisory. He holds a Bachelor’s degree in Business Administration from the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional. Palmer’s leadership is recognized for simplifying investment decision-making and expanding access to institutional-quality solutions for everyday investors.