About Us

Knowledge is a key to understanding how to plan for your future. Yet, too much information, or information that is viewed without a proper context, is of little or no value.

At Oak Tree Advisory Services, Inc. we attempt to place relevant information into context to help you gain control of your financial future. By putting your financial world into a meaningful context, we strive to reduce the level of financial stress in your life, make you more productive and bring you to a point where you can deal with solutions, rather than problems.

Our ultimate goal is to assist you in creating a future that you live by design rather than living by default.

Who Are We

We are fee-only "financial architects" and financial mediators for those experiencing financial struggles.  We offer professional services with expertise in the fields of finance, investment management and tax planning.  We are financial coaches that work to put you in control of your financial world.

Services We Offer