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Financial planner for freelancers


Hi, I’m Treyton.

I’m a creative entrepreneur, freelancer, and financial planner.

I was named a Top 100 Financial Advisor in 2022 by Investopedia.

I’ve been featured in Morning Brew, Nerdwallet, Marketwatch, and more.

For a living, I design & build beautiful websites and help self-employed creatives become financially independent.

Career things

📍 Founder of Piertree, a finance-focused, creative holding company

🖤 Founder of Piertree Provides, a nonprofit focused on creative careers & mental health

💰 Co-founder of AllStreet Wealth, a virtual, fee-only financial planning firm for our generation
💰 Co-creator of AllStreet Advisor Academy, a brand helping financial advisors build better businesses
🍞 Creator of Creatorbread, a brand making money & business more approachable for self-employed creatives
🎨 Creator of Converting Attention, a collection of marketing resources & creative services for financial advisors​
🕳 Creator of The Crypto Guide, a collection of content to help anyone make sense of the digital asset environment​
Let's work together.
website on computer
Web design & development
For personal brands, freelancers, independent RIAs, and financial advisors
Custom design & development
Unlimited pages & revisions
Mobile-optimized, fully responsive design
Assistance with website launch & analytics setup
starting at $2,000
View the Portfolio
💰 1:1 financial coaching
Designed for freelancers & self-employed creatives
✅ Profit-First & financial automation implementation
✅ One-Page Financial Plan & action items
✅ Custom investing plan & analysis
✅ Financial freedom planning
Estimated quarterly tax review
Financial tech stack review & recommendations
✅ Business entity evaluation
$2,500 one-time fee
Two (2) meetings designed to get your money right
Get Started
Get notified when Freelance Finances Made Simple is released
Everything you need to know about managing money as a freelancer
Thank you! Keep an eye out for an email soon.
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💰 Products for financial advisors

• Content, Simplified template

• Website & design audit

• AdvisorOS dashboard

View the Products
A friendly money management system for creatives, BreadOS
• Cash flow tracker
• 10+ financial calculators
• 15+ helpful financial tools
• Financial education content
• Monthly housekeeping checklist
Built with Notion

My entrepreneurial story:

Save money on taxes with my free guide
A one-page PDF with 17 tax deductions for self-employed creatives
Click for Instant Access

🛠 What I’m working on right now:

Making Notion templates

Growing readership & audience for Creatorbread

Scripting & recording videos for our personal finance course, AllStreet Academy

Documenting & productizing my financial planning process, Good Financial Design

Getting more speaking engagements (for freelance & self-employed personal finance & financial advisor marketing/branding)

✍🏼 Some of my words

Personal finance

What's "Retirement"?How Tax Write-Offs *Actually* Work7 Ways to Practice Financial Self CareHow Much Does a Financial Planner Cost?The Odds of Making Money in The Stock MarketHow to Create Your Own One-Page Financial PlanWhat do rich people do different with their money?Everything You Need to Know Before Working with a Financial Advisor


How to Be More Referrable (as a Freelancer)19 Important Tax Deductions for FreelancersIf I have a job and freelance on the side, how is that taxed?5 Financial Mistakes Freelancers Make (And How to Avoid Them)Why Freelancers Should Be on Twitter (And How I Would Approach It)

Creative entrepreneurship

How This Creator Made Six-Figures and Lost it All34 Ways to Make Money as a Creator (with Examples)How to Recognize (And Manage) Burnout as a CreatorHow to Manage Money (and Your Creative Business) During a RecessionThe Planning Effect: How to Create Clarity & Increase Your Chances of Success

🗞 Read the full blog

I write a newsletter that makes money & business more approachable for creatives.

Who reads it?
Freelancers, artists, YouTubers, solopreneurs, course creators, and more

What to expect:
• 1 new Breadheads* original sketch
• 2 pieces of money & creative business content
Join 532 other creatives getting The Loaf in their inbox every Saturday morning:
💌 No spam, 1-click unsubscribe

🔍 Where to find me

© 2020-22 Piertree. All rights reserved. Made by Converting Attention.