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Background

 
 

Company Profile

For many working people, hiring a financial planner is an expensive luxury reserved for the wealthy.  The truth is that everyone can benefit from financial planning - especially those who work hard every day to make ends meet.  The same financial mistake that would be a minor setback for a wealthy individual can prove disastrous to the average American family.  PennyTree Advisers specializes in providing the best advice possible to the people who need it most. 

To achieve this goal we recruit, hire and train qualified financial professionals to provide high quality advice as a group benefit. We also provide "second opinions" for consumers and their counsel through our Forensic Advisory Services.

About our Founder

Dan Candura, CFP® is the founder of PennyTree Advisers, LLC.  He serves as President and CEO. Download his biography to Read More

Learn More

If you are wondering about the origin of our unusual name, click on the Background link to the left.  On this page we post information to help you better understand both what we do and why.

 

CFP Board of Standards

Click Here to learn more about the professional regulatory organization for CFP® professionals.

NASD Dispute Resolution

Click Here to learn more about NASD services to consumers.