Our Services

OakTree Financial Planning and Consulting, L.L.C. is a financial planning and Registered Investment Advisory firm located in Basking Ridge, New Jersey. Our professional, financial advice is practical and accessible, tailored to incorporate the unique needs, resources, and goals of our spectrum of clients. You may be considering the following financial issues:

  • Retirement
  • Marriage, Divorce, Children
  • Social Security Optimization
  • Career Changes
  • Investment Portfolio Evaluation
  • Debt Management or Cash Flowing Budgeting 
  • Education
  • Tax Reduction 
  • Unexpected Transitions (loss of spouse, or other)

We can help. OakTree Financial Planning will walk you through your options, designing a plan for your specific objectives and priorities. 


Integrity and Independence

Unlike many financial planners, we sell NO financial products and receive NO commissions  or third-party compensation. We eliminate the conflict of interest and hard selling that occurs elsewhere. We protect our independence and objectivity, ensuring your best interest will always be our first priority.


Personalized and Practical

Your financial plan will be clear, understandable and actionable. Whether you need a one-time analysis or a comprehensive financial system, we will develop a strategy that works for you. Our fees depend on the scope and complexity of your requirements, and will be explained before our work together commences. No surprises or mysteries- just a well designed financial plan to achieve your goals. 

Contact Gwen for your Complimentary, Get Acquainted appointment, conducted by telephone or in person