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Our Mission Is to Help Our Clients Pursue Financial Independence, Reduce Stress, Save Time and Enjoy Life.

A Note from the Founder and President

G. Gregory Bernhard CFP® MBA

In 2006, I spent two weeks in China as part of my MBA experience. There, we studied the Chinese culture, economy, and businesses. One of the more popular local art topics in Xian was the plum blossom on rice paper.

A translator explained that the plum blossom represents the interconnection and inseparability of integrity and prosperity. The five petals represent longevity, prosperity, health, virtue, and good living.

The plum tree also blossoms in late winter, before spring, and it is a sign of endurance and good things to come.

On that day, I purchased the painting shown here and it has been hanging in my office ever since.

Every day it inspires and reminds us at PlumTree Financial, Inc. that we exist as a firm to help our clients prosper.

We know that trust is critical to a successful client relationship and it can only be earned through a long-term commitment to integrity. This means that we consistently act in the best interest of our clients. We listen carefully before we try to solve client needs. We are also committed to adjusting as our client’s lives, the economy, and the world of personal finance constantly change.

Thank you for taking the time to find out about us. If you need help growing your wealth, or you are concerned about protecting your family, please do not hesitate to give us a call. We hope you live a long, healthy, virtuous, prosperous and good life.

Plum blossom painting

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