Rooted In Sound Principles.Growing With Confidence.
Rooted In Sound Principles. Growing With Confidence.
Developing Strategic Plans For Your Future
A Financial Strategy Rooted in Sound Principles, Not Speculation.
By The Tree Financial, LLC is a planning-first, independent financial advisory firm designed to help individuals and families make disciplined, long-term financial decisions.
At By The Tree Financial, we help investors stay grounded in time-tested financial principles, avoiding speculation and emotional decision-making. By focusing on disciplined long-term strategies, we guide clients toward lasting financial growth with clarity, stability, and confidence. Using our three-sleeve framework, we co-create a plan that is balanced and simple. This approach gives confidence in good times and resilience through life’s changes.
Our Vision For You
Our process is simple:
- We get to know you personally and financially.
- We analyze your situation.
- We will co-create plans that are designed to accomplish your vision and implement them.
- We monitor your situation and make changes accordingly.
This approach provides confidence and peace of mind.
Your Financial Journey Starts Here
Our Vision Is To Guide Individuals And Families Toward Financial Freedom.
Create a Plan To Achieve Your Goals.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
After analyzing your situation, we believe in:
Call For Expert’s Advice
Meet Your Advisor:
Cameron Jensen, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
Cameron Jensen, CFP®, MBA, is a collaborative advisor in retirement and income planning, with a career spanning over 25 years helping individuals, families, and business owners turn financial complexity into clarity. Cameron’s approach is rooted in a passion for financial empowerment and education—he believes everyone deserves confidence in their financial decisions.
A graduate of Portland State University with a degree in History and Social Science, Cameron earned his MBA from the University of Utah’s David Eccles School of Business. He is a Certified Financial Planner™ professional and is currently advancing his expertise with the WMCP® (Wealth Management Certified Professional) designation.
Cameron’s practical “three sleeves framework” guides clients to build strong foundations for Emergency, Protection, and Growth—prioritizing what matters most at each stage of life. By getting to know his clients personally and financially, Cameron helps them analyze their current situation and provides simple, actionable strategies to support their goals. His mission is to help clients move from being overwhelmed by financial decisions to feeling secure and ready to lead their families’ financial future.
As the founder of By The Tree Financial, Cameron provides wealth management, coaching, and ongoing financial education. Through his YouTube channel, Cameron Jensen Wealth Advisor, he delivers practical insights to help clients and the broader public make sense of personal finance. For more information and resources, visit bythetreefinancial.com or follow Cameron Jensen Wealth Advisor on YouTube.
