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Grounded & Growing in Your LifeTime Journey

Work with a Financial Family you can count on in every stage of your life.

Always Guiding You. In Every Stage of Life.

We focus on providing individuals, businesses, and families in the Northern California area with a
lifetime of personal wealth services from investment management, to estate and retirement planning.

Your Financial Family

Dedicated partners and a guiding force that will prioritize your values in every stage of life.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

No matter where you stand in life, or how much wealth you accumulate, finding a balance between your means and goals can feel overwhelming. In each stage of life, you are often presented with many questions and complicated choices that you shouldn’t have to navigate on our own. PearTree Advisory Group was formed on the belief that a financial advisor should be more than just a “finance person”. We will be a core pillar of your life - someone you can always count on to be by your side, guiding you through every stage of life and the questions that come with it, helping you find harmony between your money and your lifestyle.

Learn More About Us
Daniel Blackburn

Daniel Blackburn

Client Relationship Manager

Kerri  Self

Kerri Self, AIF®

Client Service Manager

Kole Cook

Kole Cook

Client Relationship Manager

Shelby Cook

Shelby Cook

Director of Marketing

<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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