About Us

We don’t just invest your money — we design a plan that allows you to enjoy the retirement of your dreams.

Human
Thoughtful
Data-Driven
154
Clients Being Served

This isn't our first rodeo.

21
States Being Served

We currently serve clients in 21 different states.

$124 Million
Assets Under Management

We carefully manage over $120 million of assets on behalf of our clients.

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“I started Rivertree with a simple belief — that life is about more than money. Every plan we build, every investment we make, reflects our commitment to helping our clients live a purposeful life.”
Jacob Duke, CFP®
Founder & Lead Advisor
Our Team

Your trusted fiduciaries.

Jacob Duke, CFP®

Founder & Lead Advisor

Barri Bridges

Client Service Associate

Sean Hilliard, CFP®

Lead Financial Advisor
Why choose us

We’re more than just investment managers — we're your trusted partner throughout retirement.

RetirementOS is our way of retirement planning. Every decision made with your "why" in mind.

Retirement-Focused

We don't work with everyone. We only work with people who are 50+ and within 5 years of retirement.

Comprehensive

Good retirement planning can only be done when it's done holistically.
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Tax-Efficient

Every investment we make and every decision is viewed through the lens of lowering your tax bill.

Trusted by Hundreds

We serve over 100 clients all over the nation. Remote work is where we thrive and we are set up specifically for it.

“Jacob and Rivertree Wealth has all the traits you want in a Financial Advisor - great communication, always listening, readily available, honest to the core, and maybe the most important truly cares about his clients.”

- Steve B.

“From the moment I spoke with Jacob, working with Rivertree has been nothing but positive. The staff, especially, Barri... because they are authentic.”

- David C.

“We sought out Rivertree and have been so blessed to have Jacob's guidance... To say I have peace about all of this is an understatement!”

- Steffanie E.

"We have truly enjoyed working with Jacob! He is genuine, authentic and real which is super important when helping you make investment decisions!"

- Christi B.

“Jacob and Rivertree Wealth has all the traits you want in a Financial Advisor - great communication, always listening, readily available, honest to the core, and maybe the most important truly cares about his clients.”

- Steve B.

“From the moment I spoke with Jacob, working with Rivertree has been nothing but positive. The staff, especially, Barri... because they are authentic.”

- David C.

“We sought out Rivertree and have been so blessed to have Jacob's guidance... To say I have peace about all of this is an understatement!”

- Steffanie E.

"We have truly enjoyed working with Jacob! He is genuine, authentic and real which is super important when helping you make investment decisions!"

- Christi B.

"Jacob at Rivertree Wealth is client-focused. He is eager to listen to specific goals or concerns, educate like a teacher, and provide realistic expectations."

- Marissa W.

"It has been nothing but a positive experience in the years we have partnered with Jacob at Rivertree Wealth. He keeps us informed and guides us along the way financially."

- Doug H.

Rivertree Wealth LLC has not provided any compensation for the testimonials shown. These testimonials were selected from all testimonials that have been by our clients. To the best of our knowledge, there are no additional conflicts of interest related to the testimonials shown.

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Rivertree Wealth LLC is a state-registered investment adviser (CRD # 329595). Rivertree Wealth LLC does not provide legal or tax advice.