Rivertree Wealth - Little Rock, Arkansas

Brian D.

I was a bit nervous about working with a financial advisor initially, but Jacob did an amazing job of explaining the whole process and what he could do to help. Jacob has done a great job of communicating what he is thinking and has spent a ton of time making sure that I understand all the details. I also really appreciate that he has gone above and beyond taking the extra time to make sure my head is in the right place with the decisions. I would highly encourage anyone looking for sound financial advice, with a great personal touch, to reach out to Jacob at Rivertree. It is the best thing I have done financially in a long time!

b K.

We have been working with Jacob Duke for about six months now, and we are impressed with his breadth of knowledge and expertise. He has a likable yet professional style that we connected to right away. He is patient and detailed in answering many of our questions. Not only did he provide us with a comprehensive financial plan that gave us the confidence to retire, he takes advantage of market volatility to position us strategically towards our financial goals. We highly recommend Jacob and his team.

David C.

From the moment I spoke with Jacob, working with Rivertree has been nothing but positive. The staff, especially, Barri are extremely helpful, friendly, and luckily for me, patient. Love working with them because they are authentic. They don't try and talk you into anything, they just present you with options and recommendations and in a financial language I can understand. I highly recommend them.

S E.

My husband survived a catastrophic health crises. While we watched to see whether he would live or be called home, I thought I would be facing life with a new home, new mortgage, two little girls, no life partner and only rudimentary knowledge about our financial status. My husband handled all the financial planning for our family. Thankfully God spared Doug's life, but we realized then that we needed a financial/investment specialist. We sought out Rivertree and have been so blessed to have Jacob's guidance. He had met with us many times to go over our future plans; how to successfully navigate the market, both its ups and downs, retirement and any other questions we might have. To say I have peace about all of this is an understatement! I have referred several friends and family to Rivertree.

Doug H.

It has been nothing but a positive experience in the years we have partnered with Jacob at Rivertree Wealth. He keeps us informed and guides us along the way financially. I am not a trusting man by nature but I have full confidence in Jacob and his outline for our financial future.

Luanne B.

My husband and I have been working with Jacob for over 7 years now and he's been outstanding! Because of his knowledge and guidance we were able to retire earlier than we had planned and it's better than we expected. Jacob expertly navigated us through the "Covid" years and was with us side-by-side to protect our nest egg and retirement plans. He's super efficient, quick to respond and his guidance has paid off for us every single time. We would not be living our dream without Jacob's help and we'll be forever grateful!

Eileen S.

Jacob and Rivertree Wealth is the best client focused full spectrum financial management team you can find. We have been with Jacob for a while and have enjoyed the one-on-one professional services his team offers.

Jacob is masterful to work with as we progress to our goals up to and through retirement. My husband and I have moved and are living out our dreams near the beach. Along each step, Jacob has provided invaluable insight for our financial success in transition and into retirement.

Jacob is a rare find, and he is the most personable advisor we have dealt with in 30 plus years. We have tried Schwab Preferred Client, T Rowe and Vanguard. We are much happier here. He offers a holistic approach none of these other brokerages offered and provides the most insight on tax effective retirement planning with Roth conversions to avoid the "widow's cliff".

I have recommended Jacob's services to several friends, as the best financial advisor I have worked with. I have told Jacob, he is in the "Dream Making Business", now we are living ours! Thanks again Jacob, post cards & photos from each new trip and port...

Doug S.

I recently learned about Jacob Duke and Rivertree Wealth. After meeting with Jacob and learning more about his system I signed on as a client. As a new retiree, his system fits my needs perfectly. He listens to my concerns and provides advice that is helping me move confidently through retirement. I strongly recommend Jacob and his team to anyone who wants personalized advice from a knowledgeable and caring Financial Planner.