Giving Tree Advisors

At Giving Tree, our mission is to empower families and young professionals to achieve financial success with purpose. We aim to deliver peace of mind so you can focus on what matters - your family, your career, and your aspirations. You're not just a number - you're like us! Whether you are Gen X getting ready to start paying college tuition for their kids or Millennials looking to start and grow their families, or Gen Z looking to make good financial decisions at the start of their careers, we’ve been there and we can help! We blend expert financial planning and investment management to create comprehensive, holistic financial guidance for sustained growth that is aligned with your desire for social impact. In addition to fee-only financial planning, our consulting services for small businesses and non-profits make Fortune 100 expertise available so you can focus on your dream! Invest in your future & make a difference! #FinancialPlanning #SociallyResponsibleInvesting