About My Practice
Ed is a founding principal of Oaktree Financial Advisors, where he specializes in addressing the needs of current and former Eli Lilly employees and retirees.
Mr. Snyder has helped hundreds of Lilly employees prepare for and transition into retirement. He uses his expertise in the Lilly 401(k), pension and other benefit plans to help guide individuals in navigating the key financial issues which confront them.
Oaktree Financial Advisors is an independent, Carmel, Indiana 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 in business
Began in financial services in 1994
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Transamerica Financial Advisors, Inc.
Ed Snyder is an Investment Advisor Representative with securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC, and Registered Investment Advisor. Oaktree Financial Advisors, Inc. is not affiliated with TFA.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.