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

Overlooked fund category is dominating 2019

Jun 3rd, 2019

How the Indy 500 is Like Investing

May 23rd, 2019

Here’s what to do if US-China trade war ignites layoffs

May 23rd, 2019