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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 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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