Olive Wealth Management

Olive Wealth Management is a small, supported registered investment adviser managing roughly $83.9 million for about 54 clients and serves individuals, high‑net‑worth clients, small businesses, trusts and both qualified and non‑qualified retirement plans. The firm provides discretionary portfolio management, integrated financial planning (included in advisory fees) and a separate qualified retirement‑plan consulting service.

The firm constructs highly diversified, global asset‑class portfolios that are periodically rebalanced with an explicit focus on tax efficiency and minimizing implementation costs, applying modern portfolio theory and fundamental analysis in its process. It draws on third‑party research and tools — including Dimensional Fund Advisors’ Returns Web/Fund/Model Center — for fund selection and portfolio implementation.

Distinctive aspects include held‑away account services that actively monitor and place trades in 401(k) accounts, 529 plans and variable annuities, plus an explicit 401(k) consulting program with its own fee schedule. The adviser operates with a very small team and enforces a $1,000,000 account minimum (waivable in certain circumstances), indicating a client base oriented toward consolidated, higher‑value relationships and more direct advisor access.