Wise financial advice rooted in experience.

At Oaktree Financial Advisors, you receive objective financial advice and investment management services from experienced professionals, not salespeople.
Get Started

Financial planning

Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop and implement a financial plan customized to your unique needs and goals.

Investment Management

We’ll work with you to create a disciplined investment strategy designed to accomplish your financial goals.

Eli Lilly employees

Our expert advisors have up-to-date knowledge of the Lilly benefits package, including 401(k), pension, and equity awards. We understand your financial world and will tailor a plan to fit you.

Read Recent Articles

How to Cope With a Market Peak

Sep 4th, 2018

Advisers back Trump’s directive to ease distribution rules for retirement accounts

Aug 31st, 2018

Trump Calls For Review Of Rule Requiring RMDs At 70 1/2

Aug 31st, 2018

What Does The Future Hold For Financial Advisors?

Aug 31st, 2018