A complete list of active advisors currently associated with Oliver Wealth Management
Warmer can help you find a great advisor at Oliver Wealth Management or one who fits your needs even better.
Oliver Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth clients, corporations, trusts and estates. Services include investment management across separately managed accounts, financial planning engagements, and participant account management to actively manage held-away retirement and defined-contribution accounts through a third-party platform. The firm uses a mostly long-term investment approach informed by both fundamental and technical analysis, tailoring asset allocation and portfolio construction to each client’s goals and risk tolerance and performing regular rebalancing. Portfolios may include ETFs, mutual funds, individual equities and fixed income, alternative investments, and—when appropriate—covered options and other derivatives in separately managed accounts. Oliver Wealth’s marketing and referral practices are distinctive for a team firm: it participates in Dave Ramsey’s SmartVestor referral/endorsement program and pays membership and advertising fees to receive leads, an endorsement-style approach that is relatively uncommon among peers. The firm also maintains an institutional relationship with Raymond James for custody and platform services and discloses that some advisory representatives are licensed insurance agents who may receive commissions for insurance sales, potential conflicts it addresses in its disclosures.
To learn more about the advisors currently working at Oliver Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Towson, MD
| 1
| |
Towson, MD
| 6
| |
Towson, MD
| 26
| |
Towson, MD
| 8
|
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