Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities.

Oaktree Advisors has strategic partnerships with insurance agents. Michael McFetridge, John Clark III, George Kurtz, and Deborah Peters are Strategic Partners with Oaktree Advisors. . These Strategic Partners, Oaktree Advisors, and Madison Avenue Securities, LLC ("MAS") are not affiliated . Any and all other services offered by the Strategic Partner are not offered through or supervised by MAS.

Oaktree Advisors

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