Oaktree Financial Advisors

Oaktree Financial Advisors was founded in 2000 as a firm where clients would receive truly independent and objective advice; a firm where clients’ interests came first, not the company’s. We have no proprietary or “in-house” products to sell. Our clients receive advice based upon what’s truly best for them and the goals they are trying to accomplish. We want to be the last financial advisor our clients will ever have. You see, at Oaktree, our business is based on long-term relationships, not transactions.

Our specialty is assisting current and former Eli Lilly employees as well as retirees with their investment and retirement planning. The pharmaceutical industry and its employees are under tremendous pressure and experiencing unprecedented changes. Our financial advisors are knowledgeable and experienced 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. As a privately owned, independent firm our first loyalty is to the clients we serve. 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.

This communication is strictly intended for individuals residing in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Washington and Wisconsin. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member , , a Registered Investment Adviser.