Cherry Tree Investments

Cherry Tree is a financial advisory firm offering investment banking and wealth management services. It was founded in 1980 and has been serving the middle market and growth companies for over 35 years. Investment BankingCherry Tree provides Investment Banking services through its FINRA licensed broker-dealer, Cherry Tree & Associates. Our M&A practice works with successful business leaders and established corporations in the middle market, to build value and maximize liquidity opportunities. Our institutional private placement services are offered to growing companies that meet our investment guidelines, offer a unique business vision, and have a complete and experienced management team. Wealth ManagementCherry Tree's affiliate, Adam Smith Advisors, provides wealth counsel to assist families in building and managing their net worth and corporations provide 401k services to their employees. Our array of wealth management services and strategies embrace our long-term philosophy and provide families and companies with an individualized investment plan.