Welcome to Green Tree Wealth Inc. 

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Based in Beautiful Bend, Oregon

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What We Do

Green Tree Wealth is an independent financial planning firm in Bend, Oregon. We offer a complete strategy for financial planning, healthcare, social security, legacy planning, and anything else that pops up along the way.  

Our goal is to help individuals build a quality plan to live a fulfilling life leading up to and after retirement through education and personal coaching. Every individual we work with has unique financial priorities and goals for their retirement. We take the time to learn what each client values, whom they cherish, and what is most important to them. Green Tree Wealth understands and accommodates individual needs and strategizes to create a plan exclusive to each client. We provide clients with the clarity, confidence, and capability to retire without fear and fully enjoy life -- the way it should be. 

Meet Jacob Green 

With over 16 years of experience, Jacob has helped thousands of clients achieve a more abundant, fulfilling life through sound principles, innovative strategies, and impassioned dedication to what he calls the three branches of Green Tree Wealth: Lifestyle, Protection, and Preparation. He brings a passion for solving problems and a keen understanding of the demanding expectations for each and every one of his clients. He provides clients with the confidence to focus on what is most important to them, alleviating the financial "what ifs" of retirement. 

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Growing up on the coast of Oregon, Jacob has chosen to live where he prefered to vacation in Bend, Oregon with his wonderful wife and two young children. When he is not serving his clients, you can find him enjoying the outdoors and spending time with his family and friends.