A complete list of active advisors currently associated with OLIO Financial Planning

Warmer can help you find a great advisor at OLIO Financial Planning or one who fits your needs even better.

OLIO Financial Planning serves individual clients across both non-high-net-worth and high-net-worth segments, as well as retirement plans, charitable organizations and corporations, collectively managing roughly $600 million for several hundred client relationships. The firm provides comprehensive financial planning, investment consultation and ongoing portfolio management, and also offers ERISA §3(21) retirement-plan advisory, business consultation and educational workshops. The firm’s investment process blends fundamental, technical, charting and cyclical analysis and typically implements a buy-and-hold, core-and-satellite approach that emphasizes ETFs, mutual funds and select individual securities, with options used for hedging when appropriate. Financial planning is delivered as either broad-based or modular engagements, and portfolios are managed on both discretionary and nondiscretionary bases with periodic reviews and written reports. Distinctive to OLIO is its fee structure: rather than relying on a traditional percentage-of-assets-under-management model common among peers, the firm structures engagements through project-based, fixed, hourly and annual recurring fees and may facilitate fee remittance via custodians. OLIO also discloses it does not accept commissions or performance-based fees, uses a third-party digital estate-planning service, and typically recommends a preferred custodian while describing the institutional services and benefits it receives.

To learn more about the advisors currently working at OLIO Financial Planning, 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.