What We Offer
We get to know our clients as people to help us understand the goals and motivations for each financial plan. Getting to know you is our client promise, and it makes us the best at what we do. We have a unique approach to financial planning that puts you at the center of everything we do. Learn more here.
Independent & Fee-Only
Only the Best
A Certified Financial Planner® professional will prepare a plan for all your assets and goals and put you at the center of every financial planning engagement. A CFP® professional operates with the highest standards of competence, quality, and ethics.
Low Cost Investments
Our investment methodology leans to a diversified portfolio of a few well-picked no load, low cost mutual funds and ETFs. Similarly, we will recommend moves that will help reduce your taxes and protect your assets in the most cost-efficient manner possible.
Beth D’Andrea, CFP®
A Certified Financial Planner® professional with over 20 years experience with the Vanguard Group, Beth D’Andrea started her own financial planning business in 2007. Her mission is to provide the highest quality, fee-only, independent guidance to individuals and families who wish to reach their financial goals.
As a financial advisor, she provides a full financial analysis and plan that doesn’t just take into account investable assets, but also includes other financial aspects like budgeting, tax planning, life insurance, and estate planning.
As a CFP®, Beth D’Andrea is held to the fiduciary standard and is trained in providing holistic, comprehensive financial advice.
Lawrence M. D’Andrea
Larry will be offering PlumTree clients additional detailed personal financial analysis and business services. Larry was a senior executive of a UK public company and a global manufacturing, investing, and R&D leader serving the defense and aerospace industry. During his 20 year tenure, he worked up the ranks from CFO\EVP\Corporate Secretary to President and Board Member on multiple boards. He also worked in the fund accounting department of The Vanguard Group of Investment Companies. Larry will bring PlumTree clients his treasury skills, including cash flow, banking, finance, accounting, audits, forecasting, budgeting, 401K portfolio oversight, M&A activity, benefits review and negotiations.
Larry earned a BS in Accounting from Drexel University in Philadelphia, PA in 1984 and an MBA, Cum Laude, with concentrations in Accounting, Finance, and Strategic Planning from Philadelphia University (Jefferson University) in 1990. Additional senior leadership training was completed at the University of Pennsylvania Wharton School in 2010. He also held a US Secret Level security clearance for 20 years and a NATO security clearance as required.
He is also still active with the Boy Scouts of America Eagle Scouts Senior Leadership Group, local Troops, and the Cradle of Liberty Council. He has been an Eagle Scout since 1975.
Do We Sound Like a Good Fit?
If you are interested in our services and would like to get to know us, we want to hear from you. Click the button below to schedule a quick 20 minute phone call where we can get to know one another and we can answer any questions about our process and services.