A Fee-Only, Fiduciary Financial Planner for Engineers
OakTree Financial Planning provides financial planning and portfolio management for engineers and technology professionals. Our clients have worked at high-tech companies such as Amazon, Google, Hewlett-Packard, Schneider Electric, Agilent Technologies, Keysight Technologies, and Alcatel-Lucent. While most of our clients are located in Fort Collins and Loveland, Colorado, we work with clients nationwide.
Our goal is to alleviate our clients' financial anxieties so that they can focus their time and energy on more enjoyable aspects of their life. We collaborate with our clients to quantify their goals, analyze their current financial situation, and create a reasonable financial plan consistent with their priorities. We also create and manage well-diversified, low-cost, tax-efficient, and risk-appropriate portfolios for our clients.
OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We serve as a fiduciary for our clients, which means that we are legally obligated to put our clients' interests ahead of our own. We believe that this fee-only, fiduciary structure allows us to have a more collaborative relationship with our clients because it reduces the possible conflicts of interest.
Please take a few minutes to learn what we offer and determine whether partnering together might be beneficial to you. If so, we would love hearing from you.