| 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, families, and small businesses. |
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“Finances are like an Oak Tree; when given sunlight and nourishment they grow deep roots for generations to come.”
~ Gwen Gepfert, CFP®, CPA, MBA |
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ETHICS – We reject commissions or hard sales- guarding Your Best Interest |
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RELATIONSHIPS – Our practice is built on Referrals and Trust |
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LISTENING – Advice tailored to Your Needs and Goals |
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EMPOWERMENT – Understand your Options |
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CONFIDENCE – A plan oriented toward your Goals |
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CONTROL – Your plan will be Actionable |
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HOURLY CONSULTING and One-Time Analysis |
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KEY-ISSUE FOCUS or Comprehensive Financial Plans |
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UNBIASED RECOMMENDATIONS not Product Sales |
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