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    Attend a Workshop

    Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly employees on timely financial issues.

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    I Want My IPRO

    Oaktree Financial Advisors has designed a customized Independent Professional Retirement Overview for Eli Lilly employees.

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    401(k) Tune Up

    How long has it been since you last gave your 401(k) a tune up?

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Advising Eli Lilly Employees

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Oaktree specializes in serving current and former Eli Lilly employees and retirees.  We have a deep and comprehensive knowledge of your compensation and benefits programs.  Oaktree will help you integrate your Lilly benefits with your own individualized planning to help meet your financial goals.

Employees at Eli Lilly face many complex issues in managing their personal finances. Our team specializes in providing advisory services to Lilly employees on a variety of these issues, including:

  • Retirement planning
  • 401(k) investment allocation
  • Concentrated stock positions
  • Equity awards: Restricted Stock Units (RSU), Performance Awards (PA), Shareholder Value Awards (SVA), Stock Options (NQ and ISO)
  • Stock ownership requirements
  • Pension (e.g. Part A, Part B, Transition Group)
  • Navigating corporate resource websites (e.g. Lilly Benefits Center, Hewitt, Merrill Lynch)

We know that managing your retirement is about more than just managing your money. The professionals at Oaktree Financial Advisors will help you understand and define your retirement needs. Your needs then serve as the goals from which we formulate a diversified investment portfolio with the objective of optimal return for your chosen risk level.

We want to be the last financial advisor you will ever have. You see, at Oaktree, our business is based on long-term relationships, not transactions. Our specialty is assisting Lilly employees with their investment and retirement planning. Our advisors have helped hundreds of Lilly employees prepare for and transition into retirement and it is our privilege to serve them. We are a privately owned, independent firm and our first loyalty is to you. In order to maintain that independence, we do not seek out or accept endorsements or sponsorships from companies or organizations and we are not affiliated with or endorsed by Eli Lilly. The result is advice that is independent and objective.

Learn about some of the most common questions we hear from Lilly employees and the corresponding answers.

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