Our Values

In today’s market environment it’s never been more important to know and trust your advisor. Our advisors have proven track records, and have been specifically recruited for their integrity and commitment to their clients.  FireTree Financial continues to find the best advisors in the field, and is committed to creating a culture of stability.  Corporate buyouts and mergers have recently plagued the investment industry, creating an environment of skepticism and distrust. Investors have been forced to stand by as new advisors, new firms, and new investment philosophies are introduced, undermining the clients’ long term goals.

At FireTree we believe that the most successful financial plans are built with an advisor who knows you, understands your goals and objectives, and has the industry experience to keep you on track through the years.  This relationship goes beyond investment performance (see LPL’s JD Power Review on our home page), it’s about teamwork.  At FireTree Financial we are focused on building a partnership with you, and like any strong partnership we consistently focus on:

Communication

This is where any good relationship begins.  We like to think of ourselves as hands on advisors. Our constant and planned communication strategy allows us to get to know you, your family, your goals, and your needs.   A consistent communication strategy is also imperative to making timely and necessary changes to the portfolio.

Unbiased Advice

At FireTree we believe our clients are best served when we can keep their needs front of mind. LPL Financial offers no proprietary products, so you can be confident that the recommendations your advisor makes are based on in-depth research and strong performance when compared to industry benchmarks.

Clients First

From the moment you enter the door, FireTree Financial is committed to giving our clients the best financial services experience they’ve ever had.  Apart from the exceptional service offered from your advisor, our support staff makes it their goal to make you feel pampered.  Our offices are designed with you in mind.  From personalized drink menus to the latest edition of The Wall Street Journal, our aim is to make you feel at home.