One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
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)?
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
The Olivier Group can help you invest and allocate your assets according to your preferred investment style and risk tolerance Learn More
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
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
You need consistent income and capital protection today, and for retirement. Learn more
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.
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.
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