Chad Olivier: Best-In-State Ranking

Chad Olivier

Our CEO and Wealth Advisor Chad Olivier, CFP®, CEPA was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Louisiana – a prestigious distinction reserved for those advisors who have a solid history and who lead the way in providing high-quality experiences for clients.

It comes as no surprise to our team that Chad would earn such a distinction. His dedication to our clients is admirable, and he truly strives to lead the way as a voice within the financial services industry.

An Important Distinction

We like to think of Chad as one-in-a-million, but in this particular case, he’s one-in-over-44,000. That’s how many advisors across the nation applied to be considered for this list. And with only fifty advisors from the entire state of Louisiana included within these rankings, Chad’s inclusion demonstrates how he stands out as an advisor.

The Method of Selection

Forbes has stringent requirements to accept nominations for this distinction, including a minimum number of years in the industry, an acceptable compliance record and an enthusiastic nomination from their team.

Client retention and assets under management are also scrutinized, as is the advisor’s impact upon clients. Nominated advisors are also interviewed and a letter of recommendation must be submitted.

Chad Olivier: Award Winning Advisor

With nearly three decades of experience within the financial services industry, Chad has extensive experience and knowledge that set him apart from other advisors. It’s no surprise he received this distinction and we’re proud to have him represent our great state.

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