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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 are to help - schedule a free 1-hour virtual session by clicking the button below.


Schedule a Session
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:

Due to COVID-19 outbreak, we are transitioning all of our educational workshops to virtual webinars using Zoom until further notice.



Sign Up for an Event

What We Do

Retirement

Retirement

Wealth Management

Wealth Management

Medicare

Medicare

Life Insurance

Life Insurance

Long-term Care

Long-term Care

Trust Services

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.

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