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