Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

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)?

Next

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.

    First Name*

    Last Name*

    Email*

    Phone Number*


    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 help you and your family live life by design, not default through innovative planning 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.

    Read more

    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.

    Read more

    Our Locations

    Olivier Group is headquartered in Baton Rouge, LA. Contact us today to speak with a wealth advisor or financial professional.

    Read more

    Insights

    Olivier Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Economic Growth
    Market Commentary
    Market Commentary: Vaccine Distribution, Stimulus Package Driving ...

    The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 20.5% from 13.4% the previous month (Figure 1). Limits on activity continue to pressure services spending, which rose only 0.7%.

    Read More
    Video
    Ways to Reduce Your Taxes Before You ...

    You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar

    Read More
    tax season, tax planning, financial planning
    Blog
    How to Finish Strong this Tax Planning ...

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

    Read More
    tax tips, financial planning
    Monthly Newsletter
    Tax Tips for Business Owners in a ...

    Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.

    Read More
    Blog post
    • 5 Things to Watch in the First Quarter of 2021

      Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.Read more

    Weekly Market Commentary
    • Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

      American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.Read more