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The Olivier Group Difference

Our Promise to You

To enrich your life by providing quality financial service based on:

  • Values: The Olivier Group, LLC is committed to acting in your best interest and hold itself to a standard of doing what is right based on traditional morals of caring, hard work, and devotion.
  • Trust: We want you to feel a sense of relief and satisfaction in your relationship with The Olivier Group, LLC. We want to be a part of your family.
  • Personalization: We will never grow too big to know you. We will provide individualized attention and always reach out to you.

Why Choose Us?

Choosing a financial planner is a crucial decision, but hopefully we can make your decision much easier.

  • Chad is a Certified Financial Planner™ practitioner and held ethically responsible by CFP® standards.

  • We focus the majority of our time on our existing clients’ accounts and needs. We believe our efforts and resources should be focused on our #1 priority, our existing clients.

  • Being with an independent investment firm such as LPL Financial means that we do not have any sales pressure to get more clients and to do more production.

  • LPL Financial is the largest independent broker/dealer in the nation, as reported in Financial Planning magazine June 1996-2014 based on total revenues. LPL has no investment banking relationships or proprietary products/funds to push.

  • We will always disclose and explain to the best of our ability the fees and risks with each investment.

  • Our WealthVision portal gives you the ability to view all your financial accounts in one safe, secure location online, showing you a holistic snapshot of your net worth. This innovative technology allows you to link in your accounts from other institutions, including your 401(k) company retirement plan and manage everything in one place.

MOST IMPORTANTLY: We promise to value you as a client, always acting in your best interest and not the best interest of any brokerage firm.