• Our Address
  • 1 W. Broad St., Ste 406
    Bethlehem, PA 18018

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Oaktree Advisors is an independent, family-owned investment advisory firm. We provide wealth management, business advisory and trust services to affluent individuals, families, professionals and business owners.

Oaktree Advisors provides comprehensive, objective financial advice and guarantees the high level of personal service you expect and deserve. Trust, transparency and accountability are at the root of everything we do. As Registered Investment Advisors, we are ethically required to act in your best interest at all times. This is the bedrock principle behind every investment recommendation we make for every client—and for you.

Our Services

We have the resources, experience and expertise to offer a wide range of services. Our goal is to serve as a single point of contact for all of your financial needs.

Is Your Investment Portfolio at Risk?

Do you know exactly what your “risk” comfort level is when it comes to investing your hard-earned money? Take the 5-minute Oaktree Riskalyze® questionnaire to help identify your acceptable level of risk and reward. Discover the right investment strategy for you.


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