We are your team of personal financial professionals. 

Our team’s comprehensive wealth management process includes developing a customized asset allocation strategy, helping you implement your investment plan, and addressing your estate planning concerns.

Instead of a one-size-fits-all approach, our team will develop tailored strategies that align with your assets and investment objectives.  Each strategy serves a different purpose.  For example, you may have an equity account to pursue growth and a bond account designed to generate income.  We will make sure you completely understand the purpose of each strategy and can track its respective performance.

Revisiting your goals in detail ensures your investment plan is tailored to support your needs and adaptable as goals change over your lifetime.

“Just like physical checkups with your doctor, a regular
review of your investment portfolio and financial goals with
your financial advisor are critical elements for long-term success.”

–      Joe Oliver

Both Joe and Ted have earned the Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations, which identify individuals who have successfully completed coursework covering wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues.  They will also not only look at their clients’ savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare.

In addition, Joe attained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc. after completing the coursework at Rice University.  The CFP® certification identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.