PlumTree Financial Planning is expanding its office locations to offer you service closer to home

On January 1, 2015, PlumTree Financial Planning will be moving its office to 101 Lindenwood Drive in Malvern, PA. Current clients will not have trouble finding this new location as it is only one and a half miles from 5 Great Valley Parkway, situated in the business center directly across Route 29 from the new Wawa near Target and Wegman’s. Our phone number has changed, also, reach us at 484.875.3072.

New and current clients may also appreciate the additional office locations that we are opening so that we can better “meet you where you are.” Starting today, we’ll also be able to see you in King of Prussia, Plymouth Meeting, Radnor, Bala Cynwyd and Philadelphia.

For PlumTree Financial Planning, a company providing financial advice and education for all the stages of your life, the new office means improved client service and room for growth.

“We were fortunate to find such a nice space so close to our current office. We really wanted to limit the impact that relocation could have on our current clients. I don’t think we could have found a better location for our Malvern office. This new space and enhanced operational efficiencies will help us continue to grow and evolve to keep pace with our client’s needs, allowing us to provide exceptional value and superior service to our clients,” said Beth D’Andrea, PlumTree Financial Planning’s Managing Owner.

Contact us at 484.875.3072 and set up an appointment at one of our offices:


101 Lindenwood Drive, Suite 225
Malvern, PA 19355
(also our new mailing address)

Radnor Financial Center

150 N. Radnor Chester Rd., Suite F200

King of Prussia

1060 First Avenue, Suite 400

Plymouth Meeting

600 West Germantown Pike, Suite 400


1515 Market Street, Suite 1200

Bala Cynwyd

Two Bala Plaza, Suite 300

Do We Sound Like a Good Fit?

If you are interested in our services and would like to get to know us, we would love 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.
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