About Us

For too many people, hiring a financial planner is an expensive luxury reserved for the wealthy.  The truth is that everyone can benefit from financial planning - especially those who work hard every day to make ends meet.  The same financial mistake that would be a minor setback for a wealthy individual can prove disastrous to the average American family.  PennyTree Advisers specializes in providing the best advice possible to anyone in need. 

To achieve this goal we provide individual investment advice to select individuals on a fee-only basis. We charge either on a flat fee basis - or, hourly and bill in increments of 1/10 of an hour.

We also provide high quality advice as a group benefit through employers, especially non-profits. 

And, we provide "second opinions" for consumers and litigation support services for their counsel through our Forensic Advisory Services.


Want to know more about our unique name?

There is an interesting story behind how we chose the name of the firm. 

Learn More


Download our ADV Part 2A Brochure

CLICK HERE for a copy. It contains important information about the firm and how we operate.



I© PennyTree Advisers, LLC 2014