River Tree Wealth Management is an Ohio-based, leading financial planning firm providing ideas, investments, and insurance personally tailored to affluent families, business owners, and decision makers nationwide.
Clients trust our advisors to understand their unique wants and needs, develop multiple strategies based on their priorities, and deliver comprehensive planning to help achieve their financial goals. Our financial planning includes a range of services such as estate and legacy planning, tax considerations, gifting strategies, asset allocation, cash flow management, business planning, and more.
Our committed team delivers the extensive resources of the Northwestern Mutual Wealth Management Company within the context of a boutique firm. We will guide your planning with grounded experience, competitive expertise, and credentialed designations earned at the most respected academic institutions in the financial industry.
AWARDS AND RECOGNITION
WE HAVE ONE OF THE BEST TEAMS AROUND
Forbes recognized Shawn Phelps as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. Learn more here.
Forbes Best-In-State Wealth Management Teams (01/09/2024), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023. Forbes Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings provided by SHOOK® Research, LLC. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Columbus Business First – Business Journals award for the Top 25 Financial Planners for Central Ohio Firms by the Most Regulatory Assets Under Management in 2022 is based on voluntary self-reported surveys from the firms that were reviewed by Columbus Business First –Business Journals. Winners are determined by the ranking of Regulatory Assets Under Management as of 2022. No compensation is provided to be eligible, but firms do purchase licensing rights for the web badge marketed on the organization’s website for one year. Newark Advocate Media - 2022 Best of the Best Licking County results are determined by reader votes in the award year. No fee was paid for the award. A licensing fee is paid for logo use.