olive wealth management logo
Cultivating Peace of Mind

Olive Wealth Management

A Registered Investment Advisory Firm

Plan-driven • Client-focused • Fiduciary
Founded in 2016 to help individuals and families achieve financial goals through prudent financial planning and evidence-based investing delivered in a professional yet approachable manner.

Core Values

Integrity

Adhering to a strict fiduciary duty, putting your interest before all else, at all times, in all situations.

Discipline

Long-term, data-driven investment solutions void of speculation and emotion.

Service

Unlimited, timely service that goes above and beyond to proactively serve our clients in the most efficient and effective way possible.

Legacy

Creating generational wealth through multi-generational relationships.
Contact Us

Our Roles

Behavioral Investment Counseling

Contact Us

Retirement Income Planning

Get Started
a man standing on a rocky outcropping looking at a distant mountain

Who We Serve

High achievers who embody strong moral character, committed to developing, funding, and maintaining a long-term, successful financial plan.

Investment Principles

Diversification

Pursuing returns around the globe while managing risk.

Tax efficiency

Strategies designed to deliver efficient after-tax returns.

Long-term success

Navigating the chaos of our modern world while maintaining long-term focus.

Aligned interests

As a fee-only firm, our interests are perfectly aligned. Fee-only, shared success.
Our Process

Your Investment Journey with Olive Wealth Management

Introduction and Exploration

Our process begins with an in-person (no obligation) meeting that explores how and why money is important to you, followed by an outline of your short, medium, and long-term goals.
Discovery

Initial Review

Analyzing components of your current financial plan while developing recommendations customized to help you achieve your goals.
Assessment

Onboarding and Strategy

At this time, we will address any questions you have surrounding your plan and take a substantially more in-depth look at the investment strategies, philosophies, and methodologies that we employ. Provided we determine that our firm can add substantial value and agree to work together, we will provide detailed instructions and execute the necessary paperwork to support the new client process.
Commitment & Logistics

Building Your Vision

At this point, we are ready to put your financial plan into action, addressing components that need attention, implementing your custom investment plan, and coordinating with outside professionals to address specific needs such as risk (insurance), estate, and tax planning.
Implementation

Moving Forward

Once your financial plan has been put into motion, we will continue to manage your assets and communicate with you throughout the progression of our partnership.
Get started
Regular Progress
01

Discovery

Introduction and Exploration

Our process begins with an in-person (no obligation) meeting that explores how and why money is important to you, followed by an outline of your short, medium, and long-term goals.
02

Assessment

Initial Review

Analyzing components of your current financial plan while developing recommendations customized to help you achieve your goals.
03

Commitment & Logistics

Onboarding and Strategy

At this time, we will address any questions you have surrounding your plan and take a substantially more in-depth look at the investment strategies, philosophies, and methodologies that we employ. Provided we determine that our firm can add substantial value and agree to work together, we will provide detailed instructions and execute the necessary paperwork to support the new client process.
04

Implementation

Building Your Vision

At this point, we are ready to put your financial plan into action, addressing components that need attention, implementing your custom investment plan, and coordinating with outside professionals to address specific needs such as risk (insurance), estate, and tax planning.
05

Regular Progress

Moving Forward

Once your financial plan has been put into motion, we will continue to manage your assets and communicate with you throughout the progression of our partnership.
Get started
cogenterpicturemapmagnifiercross