A complete list of active advisors currently associated with Oak Tree Wealth Management

Warmer can help you find a great advisor at Oak Tree Wealth Management or one who fits your needs even better.

The firm provides discretionary asset management and financial planning to individuals and small businesses, and it also manages 403(b) retirement accounts through a Fidelity platform. It works with third‑party money managers as needed and acts as a liaison between clients and those sub‑advisors. The firm’s investment process uses a mix of fundamental, technical, and cyclical analysis to build client‑specific investment policy statements and document risk tolerance, with discretionary authority to implement and monitor portfolios. Accounts are reviewed at least quarterly and financial planning engagements are delivered on a defined timetable (plans are typically completed within 30 days). Distinctive aspects include regular public seminars and workshops offered at no charge to educate clients and prospects, a service that is uncommon among similar supported firms. The firm’s managing member also maintains a licensed insurance practice and spends a significant portion of time selling insurance products for which commissions are received; these insurance affiliations and any referral or sub‑advisory fee arrangements are disclosed to clients and addressed as potential conflicts of interest.

To learn more about the advisors currently working at Oak Tree Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.