Eli Lilly Employees

Our advisors are experts on the Lilly benefit plans and have helped hundreds of Lilly employees prepare for and transition into retirement and it is our privilege to serve them. *Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

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Workshops

Oaktree is Proud to be Presenting Sponsor of the 2016 Indiana Tour de Cure

tour de cure logo

Many of our clients are pharmaceutical industry employees who have spent their entire careers working to help those with diabetes through research and production of medicines. Oaktree is proud to support the American Diabetes Association and the 2016 Indiana Tour de Cure.

The Tour de Cure is more than just a cycling event, it's a day packed with excitement and energy where riders of all levels join forces in the fight to Stop Diabetes® and raise critical funds for diabetes research, education and advocacy in support of the American Diabetes Association.

Join us Saturday, June 4, 2016 at the Indianapolis Motor Speedway. Stop by our tent and pick up a complimentary gift. For more information and to register click here.

Oaktree Financial Advisors, Inc.

Oaktree Financial Advisors is an independent financial services firm dedicated to helping people make smart decisions about their money by offering personalized, independent, objective financial advice and the highest level of service. We offer an alternative to the impersonal financial services that abound in today's marketplace - a firm where people can discuss their concerns and be heard by someone who can help them; an atmosphere where people are comfortable.

While each of our clients is unique, they all have one thing in common: They want unbiased financial advice from experienced professionals. As an independent firm, Oaktree Financial Advisors has none of its own financial products to sell, so clients receive independent, objective advice.  Our recommendations are based on what is most appropriate for you after listening to and evaluating your needs and goals.

We offer free introductory consultations because we believe in developing long-term relationships that are a good fit for both of us. If you want to schedule a consultation or if you would like to find out more about Oaktree Financial Advisors, please give us a call at 317-818-1631 or toll-free at 877-901-1631. We can also be contacted via e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or by clicking here.