8/27/2025 Leaderboard
8/27/2025 Leaderboard

Vine & Fig Tree Wealth Planning, LLC

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Do you wish your employees received unbiased financial education?

We partner with advisers, sponsors, and organizations to empower employees through education meetings - whether individual or group. We’re an education company first and a financial company second. Our ideal client recognizes the value of unconflicted face-to-face education from a qualified, credentialed educator committed to financial literacy.

We have no advisory business and thus remain focused purely on education rather than selling employees a product or service. We like working with people. We have no agenda, no sales goals, no conflicts.

We assume the responsibilities as a fiduciary at the participant-level under ERISA §3(21). Our fee-based compensation is not based on any sales, recommendations, or transactions from Sponsors or Participants, nor is it variable based on Sponsor and/or Participant objectives or behaviors.

Company Details

Address
3553 Keystone Dr
Dubuque, IA 52002

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Categories

Benefits : Retirement > Benefits : Retirement
SHRM Med Rect 4.20.26
11/26/24- SHRM- 3:1
SHRM_3:1_6.15.20
11/8/21- SHRM- 3:1
SHRM 3:1 4th 10.1.25
4/20/21- SHRM- 3:1
SHRM 3:1 6th 10.17.2025
8/7/23-SHRM- 3:1
SHRM 8th 2.18.26
6.1.26-SHRM-BLB
6.1.26-SHRM-BLB