Family Tree Financial Group

About Us

Family Tree Financial Group is an independent insurance & financial advisory firm based in St. Augustine, FL. We proudly serve the entire state of Florida, as well as, any other state where we're needed. Since we do not work for any individual insurance carrier or investment firm, we are able to provide unbiased recommendations and quality service
At, Family Tree Financial Group, we work for you, our client – and additionally, we do not charge a fee for our recommendations.

With over 100 years of combined experience, we understand that each individual client is unique, and so are their needs, goals, risk tolerance and budget.

That’s really why we were formed; to provide the needed, unique solutions, designed by fully licensed experts in their field to meet the individual and specific needs of our clients. Our team has been doing this for a long time and we pay close attention to changes in the industry, products, the market, as well as trends as they present themselves.

One trend that has become evident to us, is that many companies seem to care a lot more about their bottom line and making their shareholders happy, than they do about what the client wants and needs. That’s why Family Tree was built with a “client comes first” mentality.

At Family Tree, we don’t work for the Big Insurance Companies or Investment Firms – We work for our clients! But, we have access to almost every big-name company that someone might want to do business with—roughly 95 in all, to choose from. That allows our team to do the shopping for you and determine the right company(ies) for you.