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Understanding Today's Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.



The Oak Tree Group, Ltd. is a full service financial planning firm, operating in Marietta, Georgia for over 25 years.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Mission

Our mission is to guide you through all phases of your financial journey, using an intuitive and holistic approach.  We help individuals and businesses maximize their financial resources and achieve their goals, using a range of financial tools and strategies. 

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