Oaktree Advisors

Oaktree Advisors is an independent, family-owned 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.

Oaktree Advisors provides comprehensive, financial advice and guarantees the high level of personal service you expect and deserve. As Registered Investment Advisors, we are ethically required to act in your best interest at all times. This is the bedrock principle behind every investment recommendation we make for every client—and for you.