Thank you for your interest in Crooked Tree Capital Advisors.  Our firm provides comprehensive financial planning, wealth management, and fiduciary consulting service to individuals, families, and businesses.   

We've built the firm through strong relationships grounded in a foundation of honesty and integrity.  We have a great appreciation for the trust our clients place in us and work hard to earn that trust every day.  

Our clients are successful professionals, business owners, and retirees who value competent, objective advice. We place a strong emphasis on rigourous professional credentialing and continuing education in order to provide our clients the highest quality of financial planning services. 

As independent, fee-only financial planners and advisors, we adhere to a fiduicary standard of care. We do not sell products or receive commissions of any kind.  Our only source of compensation comes from the client.

Please take a look around our site.  If you have any questions or would like to learn more about our firm please visit the 'Contact Us' page for information on the various ways to get in touch with us. 




Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.