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Financial planning that fits the flow of your life

LET'S TALK

Your life is unique. Our approach to financial advising is too.


Our structure is different 
from many in the financial services industry who are really little more than salespeople.

Our relationship-building approach 
elevates our level of service well above what larger financial companies and banks can provide.

We are independent investment advisor representatives 
with the autonomy to put you at the center of all investment decisions without any conflicts of interest.

Fiduciary First

Fiduciary First

As Accredited Investment Fiduciaries, your best interests are at the center of every recommendation we make—not our bottom line, not proprietary products. 

We follow a fiduciary process that includes a duty of utmost care, a duty of integrity, a duty of honesty and full disclosure, a duty of loyalty, and a duty of good faith.

With this level of accountability, why would you work with a financial planner who is NOT a certified fiduciary?

Meet Team Treece
Fee Transparency

Fee Transparency

We have a duty to be up front and honest with our pricing.

You should be aware of what you are paying for — and what exact services you are getting — at all times.

Don't ever hesitate to ask questions like “How do you get paid?” or “Do I have a choice of how I pay you?”

View Our Fees
Our 3-Step Process<br/>

Our 3-Step Process

Our goal is to make you feel comfortable and informed before any financial decisions are made.

The first step is to make sure you believe we are a good fit for you.

See Next Steps
Focus on LGBTQ+ Concerns

Focus on LGBTQ+ Concerns

We share your values and are leaders in addressing the unique financial planning challenges of LGBTQ+ individuals, couples, and families.

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Focus on The Solo Ager&#8482;

Focus on The Solo Ager™

You don't have to go it alone! Years of experience have prepared us to guide you through your life transitions. Our team is committed to helping you ensure you have a strong financial plan as well as access to the support services you'll need at every stage of retirement.

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We're happy to share these complimentary planning tools with you

<h2>AdviceWorks&#8482;</h2>

Dream big! Create and edit your financial goals and priorities. Track your progress against them. Work to build wealth through data and guidance. 

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<h2>Digital Safebox</h2>

Bring order to chaos and get everything important organized once and for all — Wills, insurance policies, healthcare documents, pet information, digital accounts, and so much more.

Learn more
<h2>401K Optimizer&#174;</h2>

Make your retirement savings work for you and your future. Receive ongoing guidance straight to your email and/or text and make better decisions about the money in your 401(k), 403(b), or 457.

Learn More