Oaktree Advisors
39yrs
Top advisor by experience in Coopersburg
12yrs
Benjamin Eichman
Financial advisor at Oaktree Advisors
Based in Coopersburg, Pennsylvania, Benjamin Eichman is a fiduciary financial advisor with 12 years of industry experience. Benjamin joined Oaktree Advisors in 2016, a firm offering investment management. Benjamin holds the CFP® designation.
One of 10 advisors with offices in Coopersburg, and one of 8 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office6666 Passer Road Suite 4, Coopersburg, PA 18036
FirmOaktree Advisors
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$721,189
Advisors at the firm7
States licensed ?1 state
Services through Oaktree Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowOaktree Advisors LLCCurrent firm
Contact Benjamin
(610) 882-5670Oaktree Advisors main office 6666 Passer Road Suite 4Coopersburg, PA 18036Office · Get directions LinkedIn pageOaktree Advisors
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Oaktree Advisors at (610) 882-5670 and ask for Benjamin Eichman. Benjamin works from the Coopersburg, PA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Oaktree Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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