A complete list of active advisors currently associated with Sweet Tree Financial

Warmer can help you find a great advisor at Sweet Tree Financial or one who fits your needs even better.

Sweet Tree Financial provides fee-only financial planning and educational speaking services to individuals — including both non‑high‑net‑worth and high‑net‑worth clients — and offers seminars and workshops to businesses and other organizations. The firm delivers project‑based and ongoing planning engagements and does not provide discretionary investment management or custody of client assets. The firm’s planning work covers a broad range of topics such as retirement and cash‑flow planning, business and estate planning, insurance review, investment analysis, and tax‑aware strategies, producing written plans for project engagements and periodic reviews for ongoing clients. Recommendations may include guidance on asset allocation, mutual funds and ETFs, and both passive and active approaches, but implementation and trading execution remain the client’s responsibility. Compared with many peers in its regulatory peer group, Sweet Tree Financial’s brochure discloses several uncommon features: it offers educational seminars, bills using both hourly and fixed fees for project work and recurring fees for ongoing engagements, and explicitly serves both non‑HNW and HNW individuals. The firm also notes staff with an IRS Enrolled Agent credential and a prior background in tax preparation and business consulting, and it confirms it does not act as a private fund adviser and does not take custody of client funds.

To learn more about the advisors currently working at Sweet Tree Financial, 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.