LoneTree Wealth Management
Run a free full auditContact Information
-
Address
Financial planner · · 5100 Poplar Ave ste 1504
Memphis, TN 38137 -
Phone
(901) 387-8456 -
Website
lonetreewealth.com
Location
About LoneTree Wealth Management
LoneTree Wealth Management is a financial planner in Memphis, Tennessee. The firm provides personalized, fiduciary wealth planning and investment management for families, entrepreneurs, and business owners. Serving clients across the country, the firm maintains a 4.90 rating.
As an independent, fiduciary firm, LoneTree Wealth Management focuses on a partnership-driven approach to financial advice. The team, including partner Andrew Gilbert, CFP®, offers expertise in financial planning, investment management, tax strategy, alternative investments, estate planning, and business transitions. The firm is built to assist individuals navigating complex financial seasons, such as managing equity compensation, rapid income growth, upcoming college expenses, or anticipated inheritances. Their advisory philosophy is rooted in the shared experiences of their team members as business owners and parents, ensuring they understand the real-world implications of the decisions their clients make.
Located on Poplar Avenue, the office is situated near the Poplar-White Station Branch Memphis Public Library and is a short drive from Concorde Career College - Memphis.
The business maintains well-documented information online, and their digital presence is easily accessible to those searching for financial services.
LoneTree Wealth Management provides dedicated fiduciary expertise to help families and business owners in Memphis build their legacies.
Services:
- Estate and Philanthropic Planning
- Financial Planning
- Investment Management
- Risk Management
- Wealth Transfer Planning
Score Summary
BizScoreAI scanned the website lonetreewealth.com on June 4, 2026. LoneTree Wealth Management has a BizScore of 50 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility34 out of 100
- SEO63 out of 100
- Google rating4.9 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 7 of 30 points, AI Trust Signals 9 of 20 points.
Website audit sub-scores (out of 100): On-Page 68, Technical 78, Performance 66, Content 39.
Strengths: 4 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, XML Sitemap.
Areas to improve: 9 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Content Too Thin (failed), Speakable Schema (warning), AI-Parseable Headings (warning), Meta Description (warning), About/Team Page (warning), Author Signals (warning).
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Browse: Businesses in Memphis, TN · Financial Planner in Tennessee · Businesses in Tennessee
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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