*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly
Specialization and Experience
When patients want the very best medical expertise, they go to a specialist, not a general practitioner. Oaktree Financial Advisors, Inc. specializes in serving the financial needs of current and former Eli Lilly employees and retirees. Most of our clients work for or have worked for Eli Lilly. Unlike most financial advisors, we are working with Lilly employees every day on financial issues that are important to them and we have counseled hundreds of current and former Lilly employees. We stay current on the financial programs and benefits available to Lilly employees and understand the specific circumstances these employees face, which enables us to be a valuable and knowledgeable advisor to those we serve.
As an Oaktree client you work with advisors who are highly experienced and are Certified Financial Planners (CFP®) and Chartered Financial Consultants (ChFC). In an increasingly complex financial world, when seeking advice about the assets that you’ve worked so hard to accumulate, working with a qualified professional is essential.
Independence and Objectivity
We are independently owned. This independence allows us to be unbiased and place our client’s interests first. Financial advisors working for banks or brokerage houses often promote proprietary funds and products. Unlike other firms that are restricted to a specific product, we have no proprietary constraints or quotas. This enables us to provide independent, objective advice. 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.
Because of our independence we can be totally objective and focus solely on a client’s needs and priorities. When someone comes to us for financial, retirement or investment advice, that’s what they get – not a sales pitch.
Relationships and Client Service
We strive every day to be the last financial advisor our clients will ever have. We view our work with our clients as a relationship, not a transaction. We work with our clients to help them achieve their financial goals, not to sell them products. We are committed to serving our clients well and building enduring client relationships.
To learn more, please give us a call or email us. We’ll be happy to answer any questions you have or tell you more about who we are and how we work.