A complete list of active advisors currently associated with May Tree Financial Planning LLC
Warmer can help you find a great advisor at May Tree Financial Planning LLC or one who fits your needs even better.
May Tree Financial Planning LLC serves individual clients and a limited set of institutional clients, including pension and profit‑sharing plans, charitable organizations, and corporations, and provides investment management alongside financial planning services. Its service mix includes ongoing portfolio management, one‑time portfolio reviews, a subscription-based comprehensive planning option, and educational seminars and speaking engagements. The firm develops client-specific investment policies and primarily implements passive portfolios made up of index mutual funds and exchange‑traded funds, while also using fundamental, technical, and charting analysis when performing investment analyses. Accounts are managed on a discretionary basis with regular quarterly reviews, and clients may receive performance reports upon request. Notably, despite a modest asset base (about $5.63 million) and a small client roster (roughly 15 clients), the firm maintains institutional relationships and conducts public educational events that can be provided pro bono or for modest fees. The firm’s principal holds professional planning credentials (ChFC and CDFA) and balances advisory work with outreach through seminars and speaking engagements.
To learn more about the advisors currently working at May Tree Financial Planning 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.
Name |
Location |
Years of experience |
|---|---|---|
Leander, TX
| 8
|
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