Specialized & Customized Financial Solutions
Our partners have over 250 years of aggregate experience assisting families, professionals, executives, business owners, companies and organizations in all aspects of their financial planning.
We are certified financial planners and private wealth advisors, corporate attorneys, CPAs, tax counsel, actuaries, benefits consultants, bankers, insurance experts and trust & estate attorneys who collaborate and bring our respective expertise to the client's situation. We are independent and objective. We think outside the box.
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We serve:
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Federal professionals
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Business professionals
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Practitioners and practice groups
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Growing enterprises
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Families and family businesses
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Management groups and corporate boards c
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For profit corporations
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Non-profit organizations
Custom financial planning and solutions
Explore Our Services
Federal Professional Planning System
Performance Rewards Trust™
Retirement planning system for professional federal employees - cutting-edge and proprietary program that assists highly paid federal employees successfully plan and execute for retirement.
Incentive compensation arrangements for top performing professionals and executives - drive improved performance and retention
Retirement Rescue
ESOP and Buyout Financing & Consulting
Maximize retirement income - it is never too early to start a retirement income plan. If you have waited, there are actions you can take to potentially maximize and rescue your retirement income
Source and arrange financing for employee and management buyouts - transaction design and structures that accomplish multiples objectives
Professional Wellness
Wellness benefits drive professional well-being and enhance corporate culture - Investing in your people pays major dividends
About Treebrooke Partners
Our partners possess vast knowledge and experience that our clients access to achieve optimal outcomes.
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Financial Planners
Private Wealth Advisors
Certified Public Accountants
Corporate Attorneys
Tax Counsel
Benefit Consultants
Investment Bankers
Commercial Bankers
Insurance Professionals
Trust & Estate Attorneys
What Our Clients Say
Paul, Virginia
Federal professional
"Highly knowledgeable & experienced advisors ... I didn't have any idea the solutions they suggested existed ... powerful advice"
Joe, Tennessee
Chief Executive Officer
"They increased the value of our company several million dollars in two years ... the ESOP management buyout was the smoothest financial transaction I've ever participated in"
Ray, Florida
Federal professional
"My only regret is that I didn't work with these people sooner ... they take the planning process very seriously and are extremely thorough ... saved me and my family hundreds of thousands"
Lou, California
Federal Professional
"High paid federal employees have few internal resources to call upon to maximize wealth and retirement income ... the Federal Planning System positively changed the future for my family"
Pat, Texas
Chief Financial Officer
"Their comprehensive approach assured management and the board that they understood our business and its challenges ... the solutions were innovative and value-added"
Robert, North Carolina
Executive
"The performance and incentive benefits plan they developed for us was extraordinarily creative and successful ... our turnover was cut in half within three years ... average productivity is up over 30%"