PlumTree Financial, Inc. is a Registered Investment Adviser (RIA) based in Newport Beach, California. The firm was established to provide clients with objective, conflict-free financial advice and wealth management services. It focuses on creating tailored financial plans that encompass investment management, retirement planning, estate planning, and risk management. As a fee-only firm, its revenue comes directly from clients, not from commissions on financial products, which aligns its interests with those of its clients.

Founded in

United States