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.

Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. 

Tax services offered by Oaktree Financial Advisors are separate and unrelated to Commonwealth. 

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

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.


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Oaktree Financial Advisors, Inc.'s headquarters in Carmel, United States

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