Crooked Tree Capital Advisors is a financial advisory firm based in Bear Creek Township, MI, offering comprehensive financial planning, wealth management, and fiduciary consulting services to individuals, families, and businesses. With a strong emphasis on honesty and integrity, the firm has built lasting relationships with clients since its establishment in 2012, catering to a diverse range of clients, including corporate executives, business owners, teachers, clergy, and retirees.
Committed to providing personalized and objective advice, Crooked Tree Capital Advisors aims to deliver peace of mind to its clients by serving as a trusted partner in their financial journey. The firm's team of experienced professionals, including Investment Advisor Representatives John Marshall, Courtney Font, and Bill Hansen, work diligently to ensure that clients receive competent and reliable guidance. Crooked Tree Capital Advisors is dedicated to helping clients achieve their financial goals and navigate the complexities of the market with discipline, rigor, and understanding.
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