Treece Financial

About Treece Financial

Holistic, Comprehensive, and Advocacy-Oriented
Our distinguishing characteristic is ADVOCACY, and we have the success stories to demonstrate it. We have helped clients fight fraud, win insurance claims, protect assets, and even procured a court-appointed guardian for one elderly client who was sending money to criminals.

As part of our holistic practice, we have developed a high-level of expertise and capability in dealing with elder care issues such as working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues. We work closely with spouses and family members taking into account aging and security concerns. For individuals who may be alone, our client experience is designed to not only be a lifelong relationship, but to build a sense of community to those who might otherwise be alone or isolated.

We specialize in assisting family members after the death of a loved one that often includes significant asset transfer and complicated work with trusts and attorneys.


Finance Intern

April 2022 - May 2023 Biscayne Park, FL
“I truly enjoyed my time interning at Treece Financial. Everyone went out of their way to help me with tasks, explain financial concepts and answer any questions I had. I was exposed to many aspects of the financial advising and planning industry and was further able to explore aspects I was interested in. ”

Finance Intern

May 2022 - August 2022 Miami, FL
“I really enjoyed working here because I got to learn about various applications used in the real world. It gave me great insight to how working in the finance field would be like in the future. David, Robert, and Harshita are great mentors and colleagues. They are very approachable people and it is never too awkward to ask them questions. They always find a way to help you, work on tasks with you, or guide you to the right steps. ”
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