Wealth Management

In an effort to deepen the services offered to its customers, Merchants & Farmers Bank has contracted with Pear Tree Wealth Management, LLC to provide financial planning and investment management services through the bank’s locations.

Wade Partridge, President of PTWM, is a 23-year veteran of the financial services industry, and has a long history in both the Dumas and Saline County markets. Miki Morrow, CPA serves as Vice President at PTWM, and has over 20 years’ experience in the financial accounting arena. We believe that this team truly compliments the services already offered through the bank and the trust department, and will add value for our customers.

Pear Tree Wealth Management provides the following services: 

  • Comprehensive Financial Planning
  • Customized Portfolio Construction and Investment Management
  • Risk Management: Life Insurance and Long-Term Care Insurance
  • Discretionary Accounts and Alternative Investments

To learn more please click here or select the logo below:

No Bank Guarantee * Not FDIC Insured * May Lose Value
Advisory Services offered through Sowell Management Services, Inc., a Registered Investment Advisor