OakTree Financial Planning and Consulting, L.L.C. is a Fee-Only, financial planning and Registered Advisory Firm located in Basking Ridge, New Jersey and serving our clients throughout New Jersey. Independent, objective, and accessible, we specialize in personalized financial advice for individuals, coupfamilies, and small businesses.


***PLEASE NOTE WE ARE CURRENTLY NOT ACCEPTING NEW CLIENTS RIGHT NOW

about us

Our Values

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  • ETHICS - We reject commissions or hard sales - guarding Your Best Interest
  • RELATIONSHIPS - Our practice is built on Referrals and Trust
  • LISTENING - Advice tailored to Your Needs and Goals

You Receive

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  • EMPOWERMENT - Understand your Options
  • CONFIDENCE - A plan oriented toward your Goals
  • CONTROL - Your plan will be actionable

We Provide

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  • HOURLY CONSULTING and One-Time Analysis
  • KEY-ISSUE FOCUS or Comprehensive Financial Plans
  • UNBIASED RECOMMENDATIONS not product sales