Jacob Duke, CFP®

Founder & Lead Advisor
Jacob is the Founder & Lead Advisor at Rivertree Wealth.

He is a graduate of Louisiana Tech University where he received his Bachelors in Finance as well as his Masters of Business Administration (MBA). He holds the Series 65 license and is also a CERTIFIED FINANCIAL PLANNER™.



Jacob is passionate about getting to know his clients on a personal level. He knows that everyone has a different view or relationship with money and understanding those differences is key in developing a personal financial plan.

He not only takes pride in helping his clients make sound financial decisions but making progress in their daily lives. His ultimate goal is to create financial freedom for his clients so they can focus on the people and things they love rather than worrying about money all the time.

Outside of work, Jacob loves spending time with his wife, Kellie, and his daughter, Sadie. His family is the thing he values most who works at Little Rock Christian Academy. They live in Little Rock, AR and attend Immanuel Baptist Church. Jacob enjoys playing golf, running, fishing, and anything outdoors.

Jacob and Kellie’s deepest desire is to honor God with their lives and use their work as a means to love and serve others.

Our story

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50+

People
Right now we consists of team of more than 50 beautifull creative bodies and brains.

2019

Founding year
We started as 4 passionate designers and since then been scaling like crazy

4

Offices
We have four worldwide locations in Europe, US, and Asia so you can reach us anytime of the day.

240+

Projects
We successfully completed lots of projects in four different industries - from health to tech.

The legendary board members

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CEO

Jack Hemsworth

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CTO

Michael Scott

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Designer

Pam Halpert

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The legendary board members

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Jack Hemsworth

CEO

Michael Scott

Assistant Regional Manager

Dwight Schrute

Webflow Developer

Pam Anderson

Web Designer

Andy Smith

Project management

Rob California

UX Designer

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FAQs

Answers to our most commonly asked questions.
Are you a Fiduciary?

Yes. We are fiduciaries 100% of the time and do not receive commissions for selling investment products.

Who does Rivertree work best with?

We work best with people age 50+ who have $1 million (or more) of assets saved for retirement.

Besides that, we only work with nice people.

What services do you offer?

At Rivertree, we believe that a plan is only valuable if it is comprehensive. Because of this, we offer the following services:

- Investment Management
- Tax Planning
- Income Planning
- Social Security Optimization
- Estate Review

Are you a CFP®?

Yes. Our advisors are CFP® Professionals or are in the process of attaining the CFP® designation.

Do you offer tax planning?

Yes. Tax planning is a crucial part of any retirement plan. We evaluate and plan for things like:

- Roth conversions
- Tax-loss harvesting
- Tax-gain harvesting
- Lowering Social Security taxes
- Avoiding IRMAA

Where are my assets held?

We use Charles Schwab as the primary custodian for all Client accounts.

It is important to have a trusted, 3rd-party custodian that is responsible for the safe-keeping of your life savings.