Crooked Tree Capital Advisors
John S. Marshall, CFA, CFP®, AIF®
Courtney M. Font, CFP®
Thank you for your interest in Crooked Tree Capital Advisors.  We are a Petoskey, Michigan based fee-only financial planning, wealth management, and fiduciary consulting firm. It is our hope this website gives you a good initial feel for who we are and what we're about.  We're sure it won't answer all of your questions.  If you'd like to learn more, we would welcome an opportunity to have a conversation. 

The world is an increasingly complex place.  The planning and investment advice you receive doesn't need to be.  This belief in simplicity and transparency is where we differentiate ourselves from most other advisors.   Taking a simple, straightforward, disciplined approach to solving complex problems is considered unconventional, which is exactly why we embrace it.  The most important service we provide our clients is helping them simplify and improve their lives through education and risk management.  

Please contact us if you would like to gather more information about how we might be a fit to address your financial planning, investment management, or fiduciary consulting needs.  If you would prefer we contact you, kindly fill out the brief Secure Contact Questionnaire (link pasted below). Thank you again for your interest. 


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 Advisory services offered through Dynamic Wealth Advisors.