Founded in 2005, Oaktree Financial Advisors, Inc. is a registered investment advisor based in Indianapolis, Indiana. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from product providers, which helps to minimize conflicts of interest. Their mission is to provide objective, comprehensive financial guidance tailored to each client's unique circumstances. They specialize in a range of services including financial planning, investment management, retirement planning, and estate planning, serving individuals, families, and business owners.

Founded in

United States