A complete list of active advisors currently associated with Apple Tree Asset Management, LLC

Warmer can help you find a great advisor at Apple Tree Asset Management, LLC or one who fits your needs even better.

Apple Tree Asset Management advises individuals (including high‑net‑worth clients), charities, corporations, and pension/profit‑sharing plans, offering comprehensive financial planning, single‑issue consulting, ongoing discretionary portfolio management, qualified plan consulting, and tax preparation services provided to its advisory clients under a separate engagement. The firm also recommends and monitors third‑party investment advisers and provides Biblically Responsible Investment (BRI) screening services for other firms. Apple Tree’s investment approach centers on asset‑allocation strategies implemented through proprietary model portfolios tailored to each client’s goals, risk tolerance, and time horizon, with periodic rebalancing and at least quarterly portfolio reviews and annual client meetings. It typically manages accounts on a discretionary basis and, when appropriate, places clients with third‑party advisers while maintaining oversight and client communication. Compared with many peers, the firm’s integration of tax preparation into its client offerings and its paid BRI screening work for other advisers are distinctive operational features; the brochure notes the firm charges for tax services and provides screening for outside firms (including Q3 Asset Management). The firm also discloses that owners and associates may sell insurance products and receive commissions, and that it shares a portion of fees with recommended third‑party advisers — conflicts it says it seeks to manage through disclosure, fiduciary duties, and a Code of Ethics.

To learn more about the advisors currently working at Apple Tree Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.