Joining Oliver Private Wealth Advisors

Your success as an advisor has come, in large part, from the care you deliver to your clients.
Your sunset period should not only reward you for your lifetime of hard work, but also your clients for their lifetime of trust. The final chapter of your career should achieve both of these outcomes, which is why you should begin this pivotal time in your life by partnering with our team at Oliver Private Wealth Advisors.

Advisor-centric and unrestrictive – An ideal option for sunsetting advisors
While you continue to work, we will provide an independent culture where you own your book, and the firm provides the services you need. You’ll have more time to spend doing what you do best – serving your clients. You will be well positioned to grow your business on your terms, should you choose to do so, and smoothly hand it off to a team that will genuinely care for your clients and put their interests first.

The ease of joining an existing independent team
By joining Oliver Private Wealth Advisors, you won’t have to worry about finding office space, negotiating a lease, setting up technology and other infrastructure, or deal with other hassles – everything is already in place for you so you can immediately focus on serving your clients and growing your practice.

In addition to the potential for partnership opportunities and succession planning, you’ll enjoy the pride and camaraderie that come with being part of a successful team.

Dedicated Client Resources Financial Planning, Estate Planning, and Tax Review
Through its affiliation with Stifel, we are able to provide clients and financial advisors with access to a full suite of resources, including wealth and estate planning, tax review, client services support, marketing, and social media tools. You’ll also have all the advantages of working for a well-capitalized industry leader, including:

Nationally recognized equity research
Industry-leading technology designed to help you deepen your client relationships
A robust product and services platform with sophisticated offerings like alternative investments, securities-based lending, and much more

Let’s have a conversation
For us, it is crucial that you have the ability to retire as an advocate and an ally. Building a relationship with you and your clients over the course of time allows us to gently take over when you are ready. Contact us today by phone at (713) 897-8190 or via e-mail at [email protected], and we can discuss how joining our team will empower you in your succession planning needs.