Our Founder & Expertise

Our Founder & Expertise

PlumTree Financial Planning is a small business providing personal financial planning services in Malvern, PA. Staying small is important to us so that we may provide the most personalized services possible to our clients.

Beth D'Andrea

Beth D’Andrea, CFP®

A Certified Financial Planner® professional with over 20 years of industry experience with the Vanguard Group, Beth D’Andrea started her own financial planning business in 2007 with the goal of providing the highest quality, fee-only, independent guidance to individuals and families who wish to reach their financial goals.

As a financial advisor her services include providing 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.

Beth D’Andrea obtained her CFP® Certification in 2006, reflecting her desire to provide comprehensive financial planning services. This certification requires that she attend continuing education within the industry and maintain certain ethical standards.

“I founded this company because I believe that everyone needs a financial plan – a plan puts things into perspective and allows you to move forward with confidence. It does not have to be overly complicated, but it does need to be well thought out with a great deal of expertise in how parts of the plan work together.”

Independent & Fee-Only

Beth chose to build this business as fee-only and independent to make clear to her clients that she had but one allegiance, and that is to them and their financial future. Fee-only and independent means there is no risk of a conflict of interest due to receiving commissions, rebates, awards, finder’s fees, bonuses or any other form of compensation from others as a result of recommendations.