Your independent financial advisor
Need unbiased, expert advice on planning for your financial future? GreenTree Wealth is a boutique, family-owned financial planning firm dedicated to understanding our client’s unique goals and challenges. Working directly with our clients, we develop tailored financial strategies to help them achieve long-term financial freedom.
Why work with us?
Family-owned for generations
The roots of GreenTree Wealth run deep. With a 30 year legacy under our belt, we offer a wealth of industry experience and multi-generational financial expertise to advise and support our clients.
Independent, unbiased advice
There are no quotas for us to hit and no financial products for us to sell. We’re a proudly independent financial advisory firm dedicated to creating financial strategies that are tailored to the needs of our clients.
A trusted, life-long
partnership
We’re here for the long haul, and we’re committed to building lasting relationships with our clients to support them through every milestone, providing personalized, expert guidance along the way.
Plant - Grow - Thrive
We don’t just sell investments. We use proven strategies to help our clients achieve confidence in their future.
Plant - Grow - Thrive is your roadmap to financial freedom.
Plant
“Mighty oaks from little acorns grow”. At GreenTree, we’ll show you how to instill good financial habits early on in order to reap the rewards in the long-term.
Grow
Much like you, your financial plan will grow, change and adapt over time. We’ll help adjust your strategy for every milestone, success and challenge.
Thrive
This oak is now mighty - and your priorities have likely matured. We’ll work together so you can enjoy your retirement years while maintaining the lifestyle you want.
Partnered With
Life Stages
New Beginnings
Starting out in a new career, buying a new home or planning to start a family? Get answers and expert financial guidance on navigating these exciting and important milestones.
Well-Established
Whether you’ve found career success, raised a family, or done both, you’ll have faced a number of obstacles along the way. We’ll provide support through this new stage in life to help manage shifting priorities.
The Golden Years
All that hard work has paid off and you’re ready to retire. So, what happens next? Avoid the anxiety of the unknown with a well-thought-out financial strategy so you can truly enjoy the days ahead.