A complete list of active advisors currently associated with Olea Advisory Services

Warmer can help you find a great advisor at Olea Advisory Services or one who fits your needs even better.

Olea Advisory Services is an SEC-registered investment adviser that offers portfolio management for individual clients, financial planning, and consulting services to individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses; the firm currently reports no active advisors or clients. It provides portfolio management both directly and by participating in multiple custodial-sponsored programs made available through a national broker-dealer platform. The firm’s investment process begins with a top-down macroeconomic analysis and employs strategic and tactical asset allocation as well as an unconstrained approach, with use of cash or hedging as defensive tools when appropriate. Olea also assists clients in selecting third‑party portfolio managers and in using model and robo-advisor programs offered through its broker-dealer partner, while financial planning and consulting engagements are generally delivered as written reports without ongoing discretionary authority. Noteworthy aspects relative to peers include that the firm’s advisers (when active) operate as registered representatives of a broker-dealer and are licensed insurance agents, allowing the firm to offer brokerage and insurance products alongside advisory services, which the brochure discloses can create conflicts of interest. The firm also uses fixed hourly or flat fees for planning and consulting, receives referral and platform-related payments from third‑party managers, and does not report private fund advisory activity.

To learn more about the advisors currently working at Olea Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.