Treece Financial promotes the well-being of your entire life-folio guided by your values, passions, and goals.
We realize there are unique issues related to your identity and life experiences that need to be understood, respected, and factored into the financial planning discussion.
As Accredited Investment Fiduciaries, your best interests are at the center of every recommendation we make—not our bottom line, not proprietary products. All with an objective view and no conflict of interest.
Our insightful financial appraisal is a thought-provoking experience that leads to more informed and personalized investment decisions. Getting to know you is the first step. Let's get started!
Access our complimentary resources to help you organize your essential documents, find support, and share your wishes with loved ones.
We share your values, and have the experience and expertise to address the concerns of LGBTQ individuals, couples, and families when it comes to financial planning.