Grow Your Wealth with Confidence
Helping individuals, families, and organizations achieve financial freedom, growth, and wealth sustainability.
Our Process: The Oaktree Fedha Freedom Plan
A structured approach to aligning financial goals with actionable plans. We guide you through every stage of your wealth journey.
Plan
We create clear, goal-oriented financial plans.
Grow
Diversified investment options tailored to your risk profile.
Protect
Comprehensive insurance to secure your assets.
Consolidate
Preserve and transfer wealth for future generations.
Who We Serve
Personalized planning & legacy creation for households.
Finance advisory & employee wellness programs.
Collective wealth strategies for groups.
Investment solutions for global citizens.
Why Choose Oaktree?
We are committed to building lasting relationships based on trust, transparency, and tailored expertise.
Holistic Approach
Integrates planning, investment, insurance, and legal services.
Client-Centric
Custom solutions aligned with personal and business goals.
Expert Partnerships
Collaborate with licensed advisors, law firms, and trust companies.
Legacy Focus
Emphasis on generational wealth and sustainability.
Corporate Wellness
Enhance employee engagement through financial education.
Trusted by Partners & Licensing Bodies
What Our Clients Say
"Oaktree helped me clarify my retirement goals and created a plan that actually makes sense."
Jane D.
Private Client
"Their corporate training program transformed our employees' understanding of personal finance."
Michael S.
HR Director
"Professional, transparent, and truly dedicated to my family's legacy."
Robert K.
Business Owner
Track Your Wealth in Real-Time
Access your financial portfolio, view performance reports, and communicate with your advisor through our secure client portal.
Access Client PortalMeet Our Experts
Our team of seasoned professionals brings decades of experience across all financial sectors.
Mumbi Mbiyu
CEO & Founder
Alexandria Kimathi
Social Media Lead
John Kamau
Senior Financial Advisor
Sarah Njoroge
Client Relations Manager
Top Financial Advisor
Awarded 2024
Excellence in Trust
Ranked #1
Years Experience
Clients Served
Retention Rate
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Financial Insights
Latest articles, guides, and market updates.
Market Update
Understanding Market Volatility
Planning Guide
5 Steps to Retirement Readiness
Wealth Management
Tax Efficient Investing Strategies
Frequently Asked Questions
Ready to Secure Your Future?
Let’s plan, grow, and protect your wealth—together. Schedule a consultation with our expert advisors today.