A complete list of active advisors currently associated with Treeline Financial Planning

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

Treeline Financial Planning provides investment management and financial planning to individuals, high‑net‑worth individuals, and small businesses. The firm’s brochure describes services that include continuous portfolio management, one‑time project-based plans, ongoing comprehensive planning, and retirement plan consulting for employer-sponsored plans. The firm’s investment approach is grounded in Modern Portfolio Theory and passive portfolio construction, using index mutual funds and ETFs to implement asset‑allocation targets tailored to each client’s objectives and risk tolerance. Clients receive a written investment policy and regular monitoring, and the firm offers both project-based engagements and ongoing planning relationships to support implementation and review. A distinguishing feature is the firm’s retirement plan consulting for small business plan sponsors, including assistance with vendor selection, reviewing investment options, and acknowledging a fiduciary role under ERISA for plan clients—an offering that is less common among comparable independent advisers. With approximately $17.5 million in assets under management and a modest client roster of 36, the firm operates as a small practice focused on integrated planning for individual households and employer retirement plans.

To learn more about the advisors currently working at Treeline Financial Planning, 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
Garrett Bergby	Bend, OR	12

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