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About Us

Knowledge Center

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

Our vendor-neutral approach means there’s no conflict-of-interest due to compensation for recommendations. Your plan will include only the tools you need to reach your goals. We have allegiance to you and your financial future – that’s it.

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.

Want to learn more about how Plumtree can help you?

Let’s set up a brief consultation to see how we can partner together on your journey to financial success.

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