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Your Future is Our Focus

Welcome to Oaktree Advisors

Oaktree Advisors is an independent, family-owned, registered investment advisory firm. We provide Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care Strategies, Medicare Planning, and Trust Services to affluent individuals, families and business owners.

Why work with a Registered Investment Advisor (RIA)?

We are bound by fiduciary standards to always act in your best interest.

Meet the Team

Everything You Need to Know Before Turning 65!


We recognize that as you are approaching 65, understanding how Medicare and Social Security fits into your overall retirement strategy is a top priority.

That is why we host monthly Retirement Readiness Educational Workshops on these critical topics.

Join us for one of our upcoming FREE Educational Workshops.

Attend an Event

What We Do


Wealth Management


Life Insurance

Long-term Care

Trust Services

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."