Oaktree Financial Advisors, Inc. Email Format

Financial ServicesIndiana, United States2-10 Employees

Oaktree Financial Advisors, Inc. is a small, independent financial planning firm based in Carmel, Indiana, focused on serving Eli Lilly employees. The firm presents itself as a Lilly-specific specialist, with CFP® professionals serving as fiduciaries and more than half of its clients being current or former Lilly employees.

It offers a program called LEAP, the Lilly Employee Analysis & Plan, which integrates Lilly benefits into personal finances to help clients stay on track toward their financial goals. Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser; the firm is independently owned and not affiliated with or endorsed by Eli Lilly, with no quotas or proprietary products.

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