Company Overview
- Headquarters
- 12900 N Meridian St, Carmel IN
- Website
- oaktreeadvisors.com
- Phone
- (317) 818-1631
- Employees
- 7
- Founded in
- 2000
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Oaktree Financial Advisors Inc
Oaktree Financial Advisors Inc. is an independent financial planning firm headquartered in Carmel, Indiana. The firm employs 7 individuals and generates an annual revenue of $654,000. Oaktree Financial Advisors specializes in providing financial planning services to Eli Lilly employees. Their primary services include personalized financial planning, retirement planning, and investment management. The firm's LEAP (Lilly Employee Analysis & Plan) program integrates Lilly benefits into clients' financial plans. Oaktree distinguishes itself as a specialist firm focused exclusively on serving Eli Lilly employees. Their team of CERTIFIED FINANCIAL PLANNER® professionals acts as fiduciaries, prioritizing clients' best interests above all else. As an independent firm, Oaktree is not beholden to quotas or required to sell proprietary products. This allows them to provide objective advice tailored to each client's individual needs and goals. Interested parties can contact Oaktree Financial Advisors by phone at 877-901-1631 or visit their website at oaktreeadvisors.com.
Company Leadership
Oaktree Financial Advisors Inc Tech Stack
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