Elm Tree Capital Llc

Elm Tree Capital, conveniently located just minutes south of Boston, is an independent financial planning and investment advisory firm. We serve individuals, families and business owners with highly personalized, comprehensive wealth planning advice and guidance in all areas of personal finance; including retirement, investments, college, insurance, advanced estate and post-divorce planning. We are qualified to utilize virtually any investment strategy if the circumstances call for it—simple or complex. Our independence means we are free to represent your best interests and focus our time and energies on you. Our comprehensive approach to planning is designed to organize and simplify all aspects of your financial life through one dedicated and trusted partner.