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In the Press

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PlumTree Financial Planning

The White Coat Investor

PlumTree Financial Planning has a unique approach to financial planning that puts our clients at the center of everything we do. We are proud of being a small business because it allows us to offer personalized attention to all clients regardless of what they are trying to achieve.


PlumTree Wins Philadelphia Magazine Five Star Wealth Manager

Philadelphia Magazine Five Star Professional

Beth D’Andrea of PlumTree Financial Planning is a Five Star Award Winner for the 4th year in a row. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.


Five Star Wealth Managers You Need to Know

The Wall Street Journal

You work hard and want your money to work hard for you with solid investments and financial strategies that fit your family and your situation. These days, finding the right wealth manager is an integral part of one’s financial freedom and well-being. But where should you turn to find the advisor who can start working for you?

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