Signal Tree Financial Partners, LLC is a boutique, independent wealth management firm dedicated to providing clients with high-quality financial advice and personalized service.
Our mission is simple yet sincere: to enrich the lives of our clients by serving as their trusted financial partners. We’re here to help you plan for the future you envision and to provide the expertise, resources, and support needed to ensure your plan is a success.
Our Purpose, Vision, and Values
Signal Tree Financial exists with one purpose in mind: to serve our clients. The decisions we make across all aspects of our business are centered around your needs. This client-centered view and our core values are the foundation of our business.
Trust
We pride ourselves on delivering objective advice and acting in our clients’ best interest at all times, which results in successful, long-term relationships.
Knowledge
We provide insight and expertise to empower our clients to make informed and thoughtful decisions, enabling them to move forward in life with confidence.
Care
We stand side by side with our clients and their families to ensure they receive the partnership and support needed to achieve their vision for success.
Our Clients
Our clients include private business owners, entrepreneurs, high-earning professionals, and high-net-worth families. They typically have complex circumstances and value working with an advisory team that can help them gain clarity and control around their overall financial situation. Clients who identify with one of the scenarios below usually benefit the most from our holistic planning and personalized service:
- High-Net-Worth (HNW) Families
- Individuals Transitioning to the Next Phase of Life
- High Earners Striving for Financial Independence
Our Process and Services
We recognize you have distinctive financial circumstances and objectives which is why we begin every engagement by getting to know you, your current financial situation, and your goals in life. We listen with the intent to help you develop a financial plan that is specific to the lifestyle, legacy, and peace of mind you desire.
As a boutique firm, we limit the number of clients we work with to ensure you receive the level of customization and discretion needed to execute your plan. We believe the services we offer are strategic and most effective when delivered on a personal level rather than on a large scale.
Our Name
Indian signal trees, or trail-marker trees, are hardwood trees found throughout North America that early Native Americans intentionally shaped with distinctive physical characteristics. Historians believe these trees helped guide others toward lakes and rivers or marked fertile hunting and fishing areas.
Rooted within the Cascade Valley Park in the Summit County Metro Parks system, Akron’s own 300-year-old Indian Signal Tree’s unique three-tonged structure is thought to have been created by Native Americans when the tree was a sapling to help guide travelers to a path to portage their canoes over land.
This tree is the emblem of our firm and a visual reminder of our commitment to helping guide clients towards a prosperous future.
Photo by Anthony Boarman
Our Commitment to Community
Giving back is central to our firm’s culture, and we are committed to making a positive impact on the communities we serve. We support causes aligned with our corporate values and close to our clients’ hearts. We volunteer with or have active leadership roles in many local charities, philanthropic organizations, and civic groups, and we financially contribute to a variety of community efforts.
Get Started with Signal Tree Financial
Request an introductory consultation to get started on a new path to success!
