WHY LAUREL TREE ADVISORS?

Our vision is to provide advice and education to clients about how to best utilize their money and resources and to empower them to achieve financial freedom. Laurel Tree Advisors has the experience, expertise, and tools to guide you through creating a financial plan and investment strategy that suits your unique circumstances to help you feel at ease and confident about your future.

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WHAT WE DO

We provide fee-only financial planning and investment advice to individuals, couples, executives, small business owners and high net worth families. We believe that the cost of our services should be clear and easy to understand, allowing us to remain more objective and focused on your personal financial situation.

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WHEN TO CALL US

If you’re going through a big change in your life – or anticipate one soon – Laurel Tree Advisors is here to work with you. New clients often come to us when they experience a big change in their lives like retirement, sale of a business or other asset, inheritance, remarriage, divorce or widowhood. We help each of them develop a financial plan to navigate their transition and improve their financial situation.

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