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Broker Check

120 Holmes Ave Northeast, Suite 305, Huntsville, AL 35801

(256) 704-9400
OTFS@lpl.com

Our Process

We create strategies that are tailored to your needs and goals.

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Our Name

What's in a name? Oaktree represents independence, integrity, and strength.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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What's Your Risk Number?

Is your personal risk number aligned with your portfolio? Let us help you invest in the safest, most accurate way that matches your risk tolerance.

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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Risk Zone

Risk Zone

Should Risk have a different meaning for different ages?

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Wealth Management

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Risk Management

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Tax Planning

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Legacy Planning

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Cash Management

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Value-Added Services

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Philanthropy

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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Oaktree, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Our Approach

The Grow FormulaTM

Our Process

Retirement Strategies

Tell Us How We Can Help You Today

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