At Oaktree Financial Advisors, we help Eli Lilly employees like you with your financial questions, relieving your stress around money, simplifying complicated finances, and freeing up your time.
You have a successful career in the pharmaceutical industry. And as your success increases, you’ll face more complex issues. You have specific and specialized financial needs and wants.
You’ll get a specialist. Oaktree Financial Advisors will guide you through the complexities of Eli Lilly’s compensation and employee benefits programs and how it all ties into the rest of your financial life.
Many financial advisors are generalists. We’re different. We’re specialists. Most of our clients are current or former Eli Lilly employees. We are working with Lilly employees like you every day on financial issues that are important to them.
What would you like to accomplish? You’ll tell us all about your situation, your goals and your questions.
You’ll receive a detailed analysis and recommendations to help you meet your goals
Start your journey towards achieving your financial goals with Oaktree Financial Advisors as your partner.
Financial Advisor | Co-Founder
Client Services Associate
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