River Tree Wealth

Our founder, Shawn Phelps, is spending the week with his national study group, Advanced Planning Council (APC) in Florida. APC was founded in 1946 and boasts a series of tenured experts in the financial planning community. Last year, Shawn humbly accepted a formal invitation to join the group who meets quarterly to share best practices, sophisticated strategies, and learn from one another.

Big news happening at River Tree Wealth!

We are celebrating a new college agent that will be building his own client base and working closing with our team as he launches his new career! Seth is now an NM College Agent as he works to graduate from UK in May 2027. Seth will work in our office this summer, and remotely from Lexington KY while finishing his college career.

Please join us in welcoming Seth Phelps to the team.

🎉 Birthday Cheers x2! 🎉

Join us in wishing a very Happy (early) Birthday to our amazing Founder and Private Wealth Advisor, Shawn Phelps, and our awesome new Associate, Seth Phelps! 🥳

Both are celebrating milestone birthdays this month—and while we won’t reveal Shawn’s exact age, let’s just say it starts with a 5 and ends with a 0. 😉

We’re so grateful for the leadership, energy, and passion both of these guys bring to the River Tree team. Here’s to a year full of growth, success, and maybe a few slices of cake too. 🎂

Drop them some birthday love below! 🎈🎁⬇️