# Plumtree Financial Planning

Plumtree Financial Planning is a RIA based in Malvern.

## Overview

- **Organization type:** RIA
- **Headquarters:** Malvern
- **Assets under management:** Undisclosed
- **Website:** https://plumtreefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/bethdandrea

## Regulatory record

- **CRD number:** 167853
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167853

## About

PlumTree Financial Planning guides clients toward financial freedom with simple solutions for goals such as college savings, student loans, home buying, and retirement. They use a holistic planning approach covering everyday decisions, estate planning, insurance, and tax planning, working in a fiduciary capacity. The firm operates 100% virtually with a flat-fee model and partners collaboratively to build custom plans.

## People

- Beth D'Andrea — Certified Financial Planner

## Questions

### Who runs Plumtree Financial Planning?

No named principal is publicly recorded for Plumtree Financial Planning. The firm does not appear in typical financial services directories or regulatory filings that list individuals. Without a confirmed source, the leadership remains unknown.

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- [BOZ & COMPANY LLC](https://altss.com/profile/boz-and-company-llc)
- [DIVERSIFIED HUMAN SOLUTIONS](https://altss.com/profile/diversified-human-solutions)

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Last updated: 2026-08-11T15:07:49.000Z

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