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Gary M
ChFC®, Series 65
Leander, TX
May Tree Financial Planning LLC
Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.
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