Oaktree Financial Planning and Consulting, Basking Ridge, NJ
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.

“Finances are like an Oak Tree; when given sunlight and nourishment they grow deep roots for generations to come.”

~ Gwen Gepfert, CFP®, CPA, MBA

Teaching Financial Values in Basking Ridge, NJ Financial Planning Services Basking Ridge, NJ Best Financial Advice in Basking Ridge, NJ, OakTree Financial Planning
Our Values
You Receive
We Provide
Financial Ethics ETHICS – We reject commissions or hard sales- guarding Your Best Interest
Your Trusted Basking Ridge Financial Advisor RELATIONSHIPS – Our practice is built on Referrals and Trust
Tailored Financial Advice LISTENING – Advice tailored to Your Needs and Goals
Financial Empowerment EMPOWERMENT Understand your Options
Financial Confidence CONFIDENCE – A plan oriented toward your Goals
Financial Control CONTROL – Your plan will be Actionable
Financial Advice By the Hour HOURLY CONSULTING and One-Time Analysis
Comprehensive Financial Planner in Basking Ridge KEY-ISSUE FOCUS or Comprehensive Financial Plans
Your Basking Ridge, NJ Independent Financial Advisor UNBIASED RECOMMENDATIONS not Product Sales
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CERTIFIED FINANCIAL PLANNER (tm)

© Oaktree Financial Planning, LLC Making competent, objective advice available™