Broker Check
Our Process
Our History
Our Values
Our Resources

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
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More
The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?
Learn More
What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
Learn More

Tell Us How We Can Help You Today!

Thank you!
Oops!