Fee-Only, Fiduciary Financial Planning for Engineers
OakTree Financial Planning specializes in providing financial planning and portfolio management to engineers and technology professionals. Our clients have worked at high-tech companies, including Hewlett-Packard, Amazon, Google, Broadcom, Qualcomm, Agilent Technologies, Keysight Technologies, and Schneider Electric. While most of our clients are located in Fort Collins and Loveland, Colorado, we work with clients nationwide.
We work with our clients to develop their goals, analyze their current situation, and create a sensible financial plan to reach their goals. 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.
