Financial Planners in Carmel

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“Great wealth management company Very friendly and has a lot of good advice. Gordon is a vet and great guy“

“I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other big-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!“

“Lizzie has helped us manage our finances since 2018 and she and her team have made us feel more confident and secure than ever. Lizzie, Grace, & Jared are approachable, friendly, and extremely competent. We feel safe with them and they treat us like family when we walk in the door!“

“Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their philosophy. They are very knowledgeable and know how to speak with beginners.“