Oaktree Financial Advisors is an independent, locally based financial services firm.  Our goal is to help 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 objective advice on their investments.

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 1-877-901-1631.

BS Finance - Indiana University, Bloomington

19 years work experience