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Your Future is Our Focus

Welcome to Oaktree Advisors

Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.

Call us today to see if we can help…or to just get a second opinion if you’re not as confident about your retirement plan as you’d like to be.

Meet the Team

Free Educational Workshops

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

That is why we host FREE monthly educational workshop on these critical topics. Join us for one of our upcoming events to learn the basics of Social Security & Medicare:

  • Wednesday, February 19th at 6:30pm
  • Wednesday, March 4th at 6:30pm 
  • Tuesday, March 10th at 6:30pm

Learn more

What We Do


Wealth Management


Life Insurance

Long-term Care

Trust Services

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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