Oaktree Financial Advisors

Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees. We help Lilly employees like you with your financial lives, relieving your stress around money. Many advisors are generalists. We are specialists. Over 60% of our clients are Lilly employees. Our advisors are CERTIFIED FINANCIAL PLANNER® professionals and act as fiduciaries, keeping your best interests above all else.  

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Tax services offered by Oaktree Financial Advisors are separate and unrelated to Commonwealth. 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: https://www.commonwealth.com/termsofuse.html.