Clarity for firms
built to endure.
Palivon helps independent RIAs get more from the systems and workflows behind the advice. Fixed fees, no vendor commissions, and a founder who did this job inside a firm like yours.
Operations and technology help for other professional services firms facing similar challenges.
The Firm
The courage to pivot from outdated systems.
Palivon was founded on a simple premise: as firms grow, their operational infrastructure rarely keeps pace. What once enabled scale eventually becomes the friction that prevents it.
I audit, advise, and carry out the changes for RIAs burdened by legacy technology and inefficient workflows. Whether that means getting more from your existing stack or directing a migration to better-fit solutions, the goal is clarity your firm can build on.
RIA-Specialized
Operations experience from inside an independent RIA, not a generalist's view of one.
Independent Guidance
I take no commissions or referral fees from any vendor or custodian, so every recommendation is made in your firm's interest alone.
I Build, Not Just Recommend
From the audit to the implementation, the same person who found the problem fixes it.
How to Engage
Four ways to work together
Our Philosophy
"We do not prescribe solutions until we have diagnosed the friction. Audit before we advise. Understand before we recommend."
The Palivon Standard
How Engagements Work
A structured process, every time.
- 1 Discovery
- 2 Assessment
- 3 Recommendations
- 4 Implementation
Surveyor ends at Recommendations. Expeditions and website builds start from an agreed scope.
See how engagements work
Caleb Bell
Caleb spent four and a half years inside an independent RIA in Phoenix, the last two and a half running its operations. He started Palivon to do that job for firms that can't hire for it. Outside of work, he spends time with his wife and son.
More about CalebReady to find out what's slowing your firm down?
Make your operations manageable so you can stay independent.