The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Olivier Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Olivier Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Chad Olivier, CERTIFIED FINANCIAL PLANNER™ practitioner, is featured weekly on the local news segment, “Money Talks.” Watch as Chad gives you practical advice to help make your money work for you every Thursday night on Fox44 and Friday morning on NBC33. Money talks, but planning pays!
View a Recent Money Talks Segment: Financial Plan vs. Investment Plan
Developing an investment plan is just one piece of the puzzle. The trick to working towards achieving your financial goals is to look at the big picture, then implement the appropriate strategy to get there. On this segment, Chad discusses the difference between an investment plan and a financial plan. Originally aired January 18, 2019 on NBC33.
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Investment Management
The Olivier Group can help you invest and allocate your assets according to your preferred investment style and risk tolerance Learn More
Risk Management
A key part of any financial plan is determining the level of risk necessary to pursue your goals and matching it with your willingness to take on that risk. Learn more
Tax & Estate Planning
Our team can work with your accountant and other professionals on your tax planning needs. Learn more
Financial Planning
We sit down with you to discuss your financial situation in depth in order to come up with a cohesive financial plan for your assets. Learn more
Retirement Planning
You need consistent income and capital protection today, and for retirement. Learn more
Insurance Planning
In theory, no one should have to pay a penny for long-term care. Learn more
Business Owner Strategies
As a business owner, you work hard every day to build a strong future for your company and its employees. Learn more
Personalized Wealth Management
The Olivier Group’s mission is to guide you and your family toward your financial goals by providing custom planning, innovative wealth strategies, and personalized service based on integrity. As a Baton Rouge financial services firm, we specialize in comprehensive wealth management and retirement planning for business owners, physicians, and affluent families throughout Louisiana and beyond. Learn about how our independent team can help work towards your financial planning goals. Contact us today and let the Olivier Group help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group
Carson Group partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Olivier Group is headquartered in Baton Rouge, LA. Contact us today to speak with a wealth advisor or financial professional.
Insights
Olivier Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary April 22, 2019It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more
Video
Q2 2019 Quarterly Market UpdateCarson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more
Monthly Newsletter
Spring Cleaning for Your Estate Plan: Is ...Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more
Blog
Took Their Ball and Went Home: Staying ...Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more
News
Wall Street pros aren’t the only ...Investors are likely getting more volatility than they bargained for this late in the year.
With the stock market continuing its downward slide, individual investors may be tempted to sell stocks and sit with their cash on the sidelines until the carnage ends. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Weekly Market Commentary
- Weekly Market Commentary April 15, 2019
The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more
