A complete list of active advisors currently associated with Overson Advisory Group

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

Overson Advisory Group provides investment supervisory services and financial planning primarily to individual and high‑net‑worth clients. The firm manages discretionary and non‑discretionary portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, and reports roughly $21.5 million in assets under management for its client base. The firm constructs a client‑specific Investment Policy Statement to document goals, time horizon and risk tolerance, and typically seeks discretionary authority to implement and monitor portfolios. Its investment process combines charting, fundamental, technical and cyclical analysis and uses both long‑term and short‑term trading, with client accounts reviewed at least quarterly. A distinctive aspect of the firm is that its principal is a licensed insurance agent and also operates a related tax advisory business; the advisor may recommend commissionable insurance products and provides tax planning and preparation services, with disclosures and procedures in place to address the resulting conflicts of interest. The firm also has no account minimum and may waive financial planning fees for clients who invest a threshold amount, which can affect how planning and asset management are combined compared with many peers.

To learn more about the advisors currently working at Overson Advisory Group, 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.