A complete list of active advisors currently associated with OLMA Advisors
Warmer can help you find a great advisor at OLMA Advisors or one who fits your needs even better.
The firm provides discretionary investment management and a range of financial planning services to individual clients and, less commonly for a firm of this size, to corporations and pension or profit‑sharing plans. Offerings include ongoing portfolio management, project‑based and comprehensive financial planning, retirement planning, employee benefits optimization, and business‑planning consulting. The investment approach is primarily passive, constructing portfolios from index mutual funds and ETFs guided by asset‑allocation targets and Modern Portfolio Theory, while also drawing on fundamental, technical, cyclical and charting analysis when performing investment analyses. The firm may recommend third‑party managers for discretionary management and conducts periodic account reviews to align portfolios with client objectives and risk tolerances. What is distinctive is the firm’s combination of small, direct advisory operations with services targeted to businesses and employer plans and a related tax/preparation business operated by the principal, which can enable more integrated tax and planning work than typically found at solo independent advisers. The firm also discloses it receives compensation directly from clients rather than commissions on product sales, reflecting a fee‑based model alongside its uncommon focus on corporate and plan clients.
To learn more about the advisors currently working at OLMA Advisors, 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 |
|---|---|---|
Los Gatos, CA
| 6
|
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