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Your Future is Our Focus

Welcome to Oaktree Advisors

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.

During these uncertain times, it is more important than ever to take a hard look at your retirement plan and make sure you are still on the right track. We are here to help - contact us below to schedule a free 20 minute introductory call.


Schedule a Call
Free Educational Workshops

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.

Sign Up for an Event

What We Do

Retirement Planning

Retirement Planning

Investment Management

Investment Management

Medicare Planning

Medicare Planning

Estate Planning

Estate Planning

Trust Services

Trust Services

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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