Broker Check


As you know, we are a wealth advisory firm, primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.

Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this
philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

At Oak Tree Financial Services, we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.