A complete list of active advisors currently associated with Giving Tree Wealth Advisors

Warmer can help you find a great advisor at Giving Tree Wealth Advisors or one who fits your needs even better.

Giving Tree Wealth Advisors is a two-advisor firm managing roughly $138 million for about 217 clients, serving individuals (including high-net-worth clients), qualified retirement plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management, comprehensive and hourly financial planning, and limited-scope ERISA 3(21) fiduciary services for retirement plans. Portfolios are implemented using model-based asset allocations with institutional no-load mutual funds, low-cost ETFs, separately managed accounts and third-party money managers accessed through custodial platforms (Axos MMX and SEI); accounts are monitored weekly and rebalanced at least quarterly or when allocations drift more than about 5%. The firm’s platform choices include SMA sleeves and alternative strategies, tiered AUM fee schedules across custodial programs, and it generally applies a combined $500,000 minimum for investment-management engagements. Notable distinctions include that one or more advisors maintain outside broker-dealer registrations and insurance licenses and the firm discloses receipt of commissions and insurance compensation, which the brochure identifies as a potential conflict mitigated by disclosures and fiduciary procedures. The firm is jointly owned by two corporate entities, requires use of Axos or SEI custodians for managed accounts, and explicitly integrates ERISA plan advisory work with access to third-party manager solutions—features less common among similarly supported firms.

To learn more about the advisors currently working at Giving Tree Wealth Advisors, 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.