Edward Snyder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oaktree Financial Advisors, Inc in Carmel, IN and the surrounding communities.
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.
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.
7, 6, 63
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
I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...Read More >
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...Read More >
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...Read More >
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...Read More >
We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...Read More >
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...Read More >
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...Read More >
According to an August survey from America’s Health In...Read More >