Who We Serve

Personalized wealth management for business owners and professionals

We know you’re busy.

That’s why at Oliver Wealth, we provide a full-service solution that can help you achieve your personal financial goals while you stay focused on your business or practice.


Here’s what you can expect:

  • Experts that help you with all areas of your life including investments, financial planning, estate planning, and tax planning
  • Advice is driven by evidence, not what’s popular
  • A supportive team that’s dedicated to helping you identify and achieve your most important financial and life goals
  • An independent team free of conflicts of interest
  • Fiduciaries that put your interests first at all times

We’re here to help you get organized and on track to a more secure future.  

Learn more about who we help

Financial services for business owners

Financial services for attorneys

Our Commitment to You

  • We’ll focus on helping you protect your money as well grow it
  • We’ll help you with tax-efficient distribution strategies as well as accumulation strategies, so your money lasts longer
  • Full-service means exactly that—call us when you or a family member needs help—there’s no extra charge.
  • We’ll always act as your fiduciary, meaning we put your interests first
  • We’ll always clearly explain our fees in writing in advance
  • You’ll always know how much you are paying and you’ll never receive a surprise bill
  • If you need help that is beyond the scope of our expertise, we’ll help you find and vet a qualified person in that specialty to help you achieve your goals

Five Ways to Help Secure Your Future

Learn what preventative financial planning moves to make sooner, rather than later.