Oaktree Financial Advisors, Inc.

Oaktree Financial Advisors, Inc. is a financial planner in Indianapolis, IN. The firm focuses on serving current and former Eli Lilly employees, offering specialized guidance on compensation, employee‑benefit programs, retirement planning, investment management, insurance, and estate considerations. By tailoring advice to the unique financial complexities of pharmaceutical‑industry careers, Oaktree helps clients reduce money‑related stress, simplify intricate financial situations, and free up time for other priorities. The practice holds a perfect 5.00 rating from its client base.

Founded in 2000 as a privately‑owned, independently operated firm, Oaktree operates without sales quotas or proprietary products, allowing it to provide objective advice that aligns with each client’s goals. The leadership team includes co‑founders Chris Baker, CFP®, and Ed Snyder, CFP®, ChFC®, both seasoned advisors who began their careers in the early 1990s with large national firms before establishing Oaktree. Additional certified professionals, Ellie Baker, CFP®, Trevor Conwell, CFP®, and planning associate Mike Feltz, support the practice, along with a client‑services staff that ensures personalized attention. Oaktree’s signature “Lilly Employee Analysis and Plan™ (LEAP™)” delivers detailed analyses and recommendations specific to Eli Lilly compensation structures. The firm’s independent stance has earned national recognition, including six consecutive years on Forbes’ Best‑in‑State Wealth Advisors list and a Five‑Star Wealth Manager distinction for the same period.

By combining deep expertise in Eli Lilly employee benefits with independent, client‑first financial planning, Oaktree Financial Advisors stands out as a trusted resource for pharmaceutical professionals seeking comprehensive, specialist advice in Indianapolis.

Services:

• Financial Planning
• Investment Management
• The LEAP™ (Lilly Employee Analysis and Plan)