Blue Tree Financial

We are a financial planning and investment management firm with a straightforward flat fee structure. Did you know that nearly half of business exits happen unexpectedly? Successful owners usually start planning 5-10 years ahead. Our goal is to help business owners create a vision for what comes next and put in place a plan so they can exit on their own terms.

We work with you to build a personal financial plan, figuring out what you need from your business exit. Then, we help you come up with smart succession strategies to reach your goals. Our founder, Kelly Berenbaum, has 30 years of experience in the industry and has also started and runs a small business. Kelly is a Certified Financial Planner (CFP®) and holds the Certified Exit Planning Advisor credential (CEPA®).

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.