Elm Tree Capital, conveniently located just minutes south of Boston, is an independent financial planning and investment advisory firm. Our mission is our commitment to excellence in everything we do. Our goal is to exceed our clients' expectations at all times through superior service, sound advice and trusted guidance.
Elm Tree Capital serves individuals and families with highly personalized, comprehensive wealth planning advice and guidance in all areas of personal finance; including investment, college, retirement, debt, health, insurance and advanced estate planning. We are qualified to utilize virtually any investment strategy if the circumstances call for it—simple or complex.
We are local and privately owned, which means we are free to represent your best interests and focus our time and energies on you. This allows us to be objective, take a long term view, and concentrate on your needs.
Eric Zine, Elm Tree Capital's President and Founder, is a highly educated and accomplished CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED DIVORCE FINANCIAL ANALYST® professional. He understands the challenges clients continually face and is dedicated to providing meaningful financial solutions designed to grow and protect their wealth.
From start to finish he will guide you through the financial planning process steps to help you achieve your goals. It is this level service, attention to detail and objectivity that allows Eric to do what he enjoys most—helping people create a solid financial foundation for the future and building, deep long-lasting relationships.
The more you get to know Elm Tree Capital, the more you'll know why the bond we have created with clients is long-lasting. It’s because we create deep and trusting relationships with each client.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.