How Does it Feel to be Financially Free?
Comfortable? Accomplished? Confident? Whatever your answer, it’s personal and unique to you. The mission of Laurel Tree Advisors is to help you achieve financial freedom so that you can focus on the things that are truly important to you. We strive to align your wealth management plan with your personal core values, goals and beliefs.
We are passionately advocating, advising and educating our clients by offering simple and comprehensive guidance to achieve their financial freedom. We are not a ‘big-box’ financial firm as we believe it’s important to build and personalize our relationship with clients in all areas of their financial life.
We are a fee-only financial planning firm, which means we have a fiduciary responsibility to act in our client’s best interest and do not accept fees or commission based on product sales. We know your path to financial freedom comes with your own unique set of needs. Let Laurel Tree Advisors help you achieve financial freedom today.