Wise financial advice rooted in experience.

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

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