Hit enter to search or ESC to close

Financial Planning for Every Stage of Life

Collaborative Solutions for Sustainable Wealth

Planning and Wealth Management

At PlumTree, your goals drive your plan. To help you reach your goals, we work with you one-on-one to build a comprehensive plan that includes insight on tax, legacy and insurance planning – because you are more than just your investments.

Certified Financial Planning® Professional

We are Certified Financial Planning® professionals committed to the fiduciary standard. CFP® professionals are held to the highest standards and work only in the client’s best interests—putting you at the center of every financial planning engagement.

Fee-Only Planners

As fee-only financial planners, we are paid directly by our clients.  No commissions, and no sales, meaning there is no risk of a conflict of interest. We have but one allegiance, and that is to you and your financial future.

Services We Offer

Save for tomorrow while you live for the NOW.

Investment and asset allocation guidance matched to your goals and risk tolerance.

Protect what you’ve worked so hard for by keeping taxes as low as possible and planning for unexpected events.

Saving costs less than borrowing. Let us help you save for your goal and choose the college that fits your budget.

Major changes like a new job, new roommate or a marriage proposal call for changes in your plan.

Student loans, credit cards or mortgages – some debt helps you build wealth, and other debt holds you back.

New home, new car…we’ll work with you through the process to determine a budget and make smart choices.

Are you looking for the answers to some financial questions and don’t know where to turn? We can help.

We meet a new challenge every day – bring us yours.

DO YOU LOOK LIKE A PLUMTREE CLIENT?

We work with professionals making some of the most important decisions of their lives. Marriage, graduation, a new baby, a new home, and other life changes bring on new responsibilities and a need to review your financial goals. As a full-service financial planning firm, we design personalized plans that make us your singular and unbiased guide to navigating life’s most critical financial transitions. Regardless of where you are, where you’re going, or where you want to be, we can help you along the way.

DO YOU LOOK LIKE A PLUMTREE CLIENT?

We work with professionals making some of the most important decisions of their lives. Marriage, graduation, a new baby, a new home, and other life changes bring on new responsibilities and a need to review your financial goals. As a full-service financial planning firm, we design personalized plans that make us your singular and unbiased guide to navigating life’s most critical financial transitions. Regardless of where you are, where you’re going, or where you want to be, we can help you along the way.

Give the Gift of Wealth

Celebrate your loved one’s graduation, wedding, or new baby by giving them a gift like no other. Our pre-packaged plans make great gifts.

Financial Knowledge is Power

Let’s Get Started

Phone
Address

101 Lindenwood Drive, Suite 225
Malvern, PA 19355

See our other locations

Phone
Address

101 Lindenwood Drive, Suite 225
Malvern, PA 19355

See our other locations