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Our Firm

“A Place Where Independent Financial Advice and Integrity Converge”

Oak Tree Financial Services, LLC is an independent, financial service practice founded in 2009 with the belief that the interests of the clients must always come first. We have a fundamental and regulatory obligation to act in the best interest of our clients when providing financial planning and investment advice. We owe our clients a duty of undivided loyalty and utmost good faith by placing their interests above ours. This higher standard aligns us with our clients in pursuing their lifetime financial goals.

Our goal is to provide our clients with the information and guidance necessary to make quality and sound financial decisions. We provides a full range of financial services for those who are seeking help to protect and work towards increasing their financial assets. The 'G.R.O.W.' financial system is designed to show our clients a roadmap to help each one pursue their independent financial goals.

Our experienced team looks forward to helping our clients through every life cycle of their personal and business finances.

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