Partners

We are members of Integrated Financial Group (IFG), a consortium of independent LPL financial advisors from across the country.

Oaktree’s affiliation with this professional group is invaluable; it gives us access to a network of talented, like-minded peers who share strategies, best practices and advice. Our clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.

Integrated Financial Group (IFG) is dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors integrate with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offers premium business support services, regulatory compliance oversight, human resources, business consulting, investment solutions, marketing and professional coaching to help advisors reach their full potential.