Treece Financial Planning & Wealth Management

We are not beholden to proprietary financial products, so you can be assured that the 401K plans, brokerage account, mutual fund, asset classes, and asset allocation recommendations we make are in your best interest. Our goal is to create a pressure-free environment where you can have open and friendly conversations about your financial goals and concerns. We are affiliated with Cetera Advisors LLC, one of the premier broker-dealers in the industry. We are Accredited Investment Fiduciaries (AIF®) and are held to a fiduciary standard that requires a legal duty to act in the best interests of our clients with care, honesty, loyalty, and good faith. We provide you with a financial wellness report—a full analysis about things you have done well, areas of concern, and issues to look at further. Our mission is to genuinely improve the well-being of our clients, employees, community, and world. No robo advisor can match the level of customized planning our approach offers. We'll make necessary calls, recommend experts, and ensure that we find a solution.