Empowering Financial Freedom
Discover Decision Tree Financial
We recognize that you have thousands of financial firms to choose from, and finding the right partner for your financial journey can be a daunting task. At Decision Tree Financial, we believe we stand apart from the crowd because of our unwavering commitment to client-centric service and innovative solutions.
Our unique approach to helping you reach and maintain FINANCIAL FREEDOM makes us the ideal partner for your journey. Together, we can unlock the full potential of your financial future and turn your dreams into reality.
Our Story: A Journey Born from the "Great Recession"...
Decision Tree Financial was founded in the midst of the “Great Recession” of 2009 by Kevin Wenke, a visionary dedicated to transforming the financial industry for the better. During the market crash, clients of investment advisors nationwide, including Kevin’s own, experienced devastating losses as their portfolios plummeted by 50% or more. This financial turmoil left a lasting impression on Kevin and ignited a desire to challenge the traditional financial industry practices that prioritized profits for firms over the well-being of individuals.
Witnessing the shattered dreams of retirees and investors, Kevin recognized that the strategies employed by the financial industry needed a complete overhaul. The financial crisis of 2008 highlighted the urgent need for an independent firm that could put clients first, helping them navigate the complex world of finance with
honesty, transparency, and a genuine commitment to their success.
With this vision in mind, Kevin founded Decision Tree Financial in 2009, breaking away from the larger Wall Street firms to create an independent, client-centric company.
Our mission is to help our clients understand the rules of the financial game and make the best decisions for their unique situations. By empowering individuals with the knowledge and guidance they need, we aim to help them manifest the lives they desire.
Today, Decision Tree Financial stands as a testament to Kevin’s unwavering commitment to his clients and the belief that everyone deserves the opportunity to achieve financial freedom. We continue to carry this legacy forward, passionately working to transform the financial landscape and create a brighter future for each and every client.
Helping Our Clients Achieve Financial Freedom
When it comes to entrusting your financial future, you want someone who understands your dreams, accepts your values, and genuinely cares about your well-being. You deserve a partner looking out for your best interests rather than their profits. At Decision Tree Financial, we break away from the traditional financial industry mold to help you achieve your goals through innovative and client-focused strategies…
Virtual Financial Planning for the Modern Era
As a virtual planning firm, we are proud to serve clients across all 50 states. Our innovative approach allows us to connect with you, regardless of your location, providing you with the same exceptional service and personalized financial strategies as if you were sitting right next to us. By leveraging technology, we can bring our unique approach to a wider audience, empowering more individuals to take control of their financial future.
Challenging the Status Quo to Empower Your Financial Freedom
Being part of the financial industry, we realize the industry’s focus on pushing products and services with high margins to ensure their profits. We also realize these products and services don’t provide the value people believe they provide which means they are a waste of resources.
At Decision Tree Financial, we aim to turn the tables on Wall Street by prioritizing your needs to beat them at their own game. Our mission is to identify high-value solutions that help you achieve your goals and do so in the most efficient, cost-effective and least risky manner possible so you can feel free.o.
Maximizing Efficiency: Leverage Your Assets, Reduce Risk, and Lower Costs
At Decision Tree Financial, we recognize costs’ crucial role in shaping your financial journey. Our primary focus is to help you leverage your assets effectively, enabling you to achieve more with less while simultaneously minimizing risk. We understand that keeping costs low is essential for your financial well-being, which is why we are committed to identifying and eliminating unnecessary expenses that don’t contribute to your financial plan.
Our team of experts is devoted to finding and implementing innovative solutions that not only save you money but also optimize your financial strategy. By streamlining your financial journey, we provide
Strategic Risk Management for a Secure Financial Future
How Can Decision Tree Financial Serve You Today?
Experience True Financial Freedom: Our holistic approach to financial planning considers your values and all aspects of your financial life, allowing you to enjoy greater flexibility, security, and peace of mind. Manifest the Life You Desire
Investment services include innovative strategies that “put the odds in your favor” as well as responsible and sustainable practices to secure your financial future. Explore our diverse portfolio of offerings and unlock the potential for growth, income and protection.
Minimize Risk, Maximize Confidence! Our insurance experts help you navigate the complex world of risk management, providing comprehensive coverage and proactive strategies to protect your financial future from the “Financial Barbarians.”
