Oak Tree Financial Services, LLC, based in Huntsville, Alabama, is a fee-only, fiduciary wealth advisory firm committed to helping clients achieve financial independence through a comprehensive, personalized approach. The firm employs its proprietary “Grow FORMula™,” which integrates wealth management, risk and debt management, tax planning, and philanthropy to create tailored financial plans that evolve with clients’ changing life circumstances .

Unlike commission-based firms, Oak Tree Financial Services focuses solely on clients’ goals and aspirations, offering services such as investment management, retirement strategies, estate planning, insurance solutions, tax planning, and lifestyle financial advice. Their process is designed to simplify complex financial terms and investment options, providing honest advice to help clients navigate various life milestones .