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, Inc. is not endorsed, affiliated, nor retained by Eli Lilly.

Learn More

Workshops

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.