About Oliver Wealth Management
Oliver Wealth Management’s founder, Brandon Oliver, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. Oliver Wealth Management is a firm free of any conflicts of interest or bias and is focused acting as a fiduciary and on the financial success of our clients.
Our approach is to understand your needs and manage that against the market cycle. We do not believe a in a cookie cutter approach. Markets are far more complex and fast than in years past. Similarly to the Tyndall effect, we focus on the longer wavelength of the market rather than quick reactions to the shorter term scattered reactions to changes in the market. Brandon is a student of history but, does not believe markets will behave in the same fashion that we have seen in the last several decades. Markets are efficient and old Wall Street models are broken.
Those models are based on markets always going up and research that is out of date and badly timed. Oliver Wealth Management’s goal is to focus solely on the financial success of our trusted clients with a keen vision. Technology and true open architecture led Oliver Wealth Management to partner with Raymond James and Great Lakes & Atlantic Wealth Management & Advisory Partners Registered Investment Advisory firm.
Contact Oliver Wealth Management
Oliver Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through Great Lakes Atlantic. International Assets Advisory, LLC and Great Lakes Atlantic are not affiliated companies. Oliver Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.