Oaktree Financial Advisors, Inc. Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees. We help Lilly employees like you with your financial questions, relieving your stress around money. Many advisors are generalists. We are specialists. Over 60% of our clients are current or former Lilly employees. We are working with Lilly employees like you every day on financial issues that are important to them. We’re not going to sell you products or do transactional business. Our advisors are CERTIFIED FINANCIAL PLANNER® professionals and act as fiduciaries, keeping your best interests above all else when making recommendations. 

Our LEAP (Lilly Employee Analysis & Plan) integrates your Lilly benefits into your personal finances for a plan that makes sure you are on track towards your financial goals. 

Our advisors are highly experienced CERTIFIED FINANCIAL PLANNER® professionals. In an increasingly complex financial world, working with a qualified professional is essential.

As an independent, privately-owned and operated firm, we have no quotas to meet or proprietary products to sell. We’re free to provide independent, objective advice based on your unique desires and goals.

We’d love to talk with you. Contact us today to learn more at 877-901-1631.


Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli Lilly

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

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