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Give Roots to Your Dreams

Give Roots to Your DreamsGive Roots to Your DreamsGive Roots to Your Dreams
Contact Us

(908) 580-0255

Give Roots to Your Dreams

Give Roots to Your DreamsGive Roots to Your DreamsGive Roots to Your Dreams
Contact Us

(908) 580-0255

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

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Our Values

You Receive

You Receive

  • 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

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You Receive

You Receive

You Receive

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

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We Provide

You Receive

We Provide

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


OakTree Financial Planning and Consulting

Basking Ridge, NJ 07920 US

(908) 580-0255

Copyright © 2019 Oaktree Financial Planning and Consulting - All Rights Reserved

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