A complete list of active advisors currently associated with Treehouse Financial, Inc.

Warmer can help you find a great advisor at Treehouse Financial, Inc. or one who fits your needs even better.

Treehouse Financial, Inc. provides investment advisory and portfolio management services primarily to individual and high‑net‑worth clients, operating under percentage‑of‑assets‑under‑management fee arrangements. The firm reports approximately $1.43 million in assets under management across four client relationships and two advisory personnel. According to the firm brochure, most client accounts are managed on a non‑discretionary basis, meaning clients retain final authority over trade decisions and the firm implements investment recommendations with client consent. The brochure also describes ongoing account reviews and standard advisory services typical for individual clients. What distinguishes Treehouse Financial from many peers is its scale and business mix: the firm’s reported client base and AUM are far smaller than most supported firms, and the brochure discloses that the firm or its advisors are licensed insurance agents and maintain an affiliation with an insurance company, allowing them to offer insurance products alongside investment advice. The combination of primarily non‑discretionary management and an insurance affiliation is uncommon among firms in this category.

To learn more about the advisors currently working at Treehouse Financial, Inc., 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.