Ed  Snyder,  CFP<sup>&reg;</sup> - Financial Advisor

Ed Snyder, CFP®



Oaktree Financial Advisors

12900 N. Meridian Street, Suite 130
Carmel, IN 46032
(317) 818-1631 CONNECT WITH Ed
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Ed Snyder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oaktree Financial Advisors in Carmel, IN and the surrounding communities.

Financial Advisor Overview

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. He uses his knowledge and experience 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 not endorsed by or affiliated with Eli Lilly.


Financial Advisor Experience

Ed began his career in financial services in 1994. In 2000, he co-founded Oaktree Financial Advisors with a vision to provide professional financial advice and investment management from a truly independent perspective. Oaktree would be free from sales pitches and instead work for and with clients in helping them achieve their goals and develop long-term relationships with the highest level of service.

Ed holds a Bachelor of Science degree in Business from Ball State University. He is a CERTIFIED FINANCIAL PLANNER professional and has obtained the Chartered Financial Consultant designation. Both consist of postgraduate study in the fields of retirement, investment, insurance, employee benefits, taxes and estate planning. He is a member of the Financial Planning Association and serves on the Investment Committee at Our Lady of Mt. Carmel Catholic Church.

Ed lives in Carmel, IN with his wife and five children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of AL, AR, CO, FL, GA, IN,KY, MI, NE, NJ, NY, NC, PA, PR, TN WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Job Loss, Insurance, Retirement


Helpful Financial Planning Resources