Treehouse Financial, Inc

Overview

Treehouse Financial, Inc. is a small, independent registered investment adviser and insurance broker focused on individual and family clients. The firm combines fee-based financial planning with portfolio management services targeted at individuals and small businesses. Its operating model leans toward non-discretionary relationships and packaged investment vehicles rather than large-scale capital allocation or bespoke alternative strategies. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments. The firm charges a mix of percentage-of-AUM and fixed fees and also places emphasis on insurance solutions as part of client planning. Treehouse Financial, Inc. does not identify as an active ESG investor, and it operates within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices