Signal Tree Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high‑net‑worth clients, as well as trusts and estates. The firm constructs diversified portfolios using low‑cost mutual funds and ETFs, individual securities, and, where appropriate, unaffiliated independent managers, and generally charges advisory fees on an asset‑based basis.
The firm develops individualized asset allocation strategies using fundamental analysis with a generally long‑term orientation, conducts ongoing monitoring and periodic reviews, and permits reasonable client restrictions on investments. Signal Tree implements accounts both directly and through independent managers and operates on an institutional custodial platform for trade execution and fee billing.
Distinctive elements disclosed in the brochure include an affiliated accounting and tax services subsidiary (Signal Tree Tax Services, LLC) that the firm may recommend to clients, and participation in a third‑party referral program (including a relationship with Zoe Financial’s advisor network) that involves paid solicitation arrangements; both are identified as potential conflicts of interest. The firm also discloses alternative billing arrangements for more complex engagements and maintains formal compliance controls and a code of ethics, while limiting custody to custodial account arrangements and fee deduction authority.
Client services
Expertise
Fee options
Financial planning fixed fees up to $50,000 per engagement; certain clients may be offered fixed fees for combined services up to $100,000 per year
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office
840 Rothrock Road, Suite 201
Copley OH 44321
Advisors at this office
5
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elizabeth S
CFP®, Series 66
Copley, OH
Signal Tree Financial Partners LLC
Elizabeth Scheiderer is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Signal Tree Financial Partners LLC, having joined in 2024, and previously worked at Sequoia Financial Group, Nca Financial Planners, and Royal Alliance Associates. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm focuses on diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, employing fundamental analysis with a long-term approach.
Amanda B
CFP®, Series 65
Copley, OH
Signal Tree Financial Partners LLC
Amanda Blankenship is a CFP® with nine years of industry experience. She is currently an advisor at Signal Tree Financial Partners LLC, where she has worked since 2026. Prior to joining Signal Tree, she spent ten years at Sequoia Financial Group, L.L.C. Amanda holds the Series 65 designation as well. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm builds diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, focusing on long-term asset allocation strategies and ongoing portfolio monitoring.
David M
CFP®, Series 66
Copley, OH
Signal Tree Financial Partners LLC
David Massare Jr. is a CFP® with 22 years of experience in the financial services industry. He is currently a financial advisor at Signal Tree Financial Partners LLC, where he has worked since 2023. His prior experience includes 18 years at Sequoia Financial Group, LLC and two years at Ameriprise. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm employs a long-term, fundamental analysis approach to develop individualized asset allocation strategies and utilizes low-cost mutual funds, ETFs, individual securities, and independent managers.
James G
Series 63, Series 65
Copley, OH
Signal Tree Financial Partners LLC
James Grable is a financial advisor at Signal Tree Financial Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and KeyBank. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, and estates, utilizing diversified portfolios with a long-term orientation.
Jeff R
CFP®, Series 66
Copley, OH
Signal Tree Financial Partners LLC
Jeff Rovnak is a CFP® with 24 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. His prior experience includes roles at Sequoia Financial Group, Wells Fargo Clearing, and Morgan Stanley. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, and estates. The firm focuses on constructing diversified portfolios with a long-term orientation using low-cost mutual funds, ETFs, individual securities, and independent managers.
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