OakTree Financial Planning
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OakTree Financial Planning, located in Fort Collins, Colorado, specializes in financial planning and portfolio management tailored for engineers and technology professionals. The firm serves clients from high-tech companies such as Hewlett Packard, Amazon, and Google, and operates on a fee-only fiduciary model, ensuring transparency and prioritization of clients' interests.
By working collaboratively with clients to develop personalized financial goals and manage diversified, low-cost portfolios, OakTree Financial Planning aims to create sensible financial strategies that align with their clients' needs. Their commitment to a fiduciary standard helps to minimize conflicts of interest, fostering a trustworthy relationship with those they serve.
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