Chad Olivier

CFP®, CEPA®
CEO, CERTIFIED FINANCIAL PLANNER®

Meet Chad

Chad Olivier is an award-winning CEO, CERTIFIED FINANCIAL PLANNER® based in Baton Rouge, Louisiana with 29 years of experience in the field.

Chad embarks on each day in the financial services industry with the same passion that began nearly 30 years ago, following his graduation from Northeast Louisiana University. He began his career as a stockbroker but quickly realized that the essence of successful financial planning lies in building meaningful relationships. This insight inspired him to become a financial advisor.

Today, Chad is a prominent CERTIFIED FINANCIAL PLANNER® practitioner and the owner of the Olivier Group, an innovative wealth management firm based in Baton Rouge, Louisiana. For more than two decades, he has built a distinguished reputation for ethical and client-centered financial planning. Chad holds multiple securities registrations, including Series 7, 24, 52, and 63, and maintains insurance licensing. His advanced qualifications include Certificates in Family Business and Wealth Advising from the Family Firm Institute, as well as a Certified Exit Planning Advisor designation from the Exit Planning Institute—credentials that enhance his ability to guide business owners through complex financial transitions.

Chad has earned accolades across industry and regional platforms for his leadership and dedication. He has appeared on Forbes’ Best-in-State Wealth Advisors list in 2022, 2023, 2024, and 2025. His firm, the Olivier Group, is recognized as Best of Baton Rouge – Wealth Advisors for 2025 and is also featured as the Face of Wealth Management by Baton Rouge Parents Magazine.

Chad remains actively involved in the professional community through his membership in the Baton Rouge Financial Planning Association and the Baton Rouge Estate and Planning Council. He contributes regularly to the financial planning field as a writer for the Journal of the Louisiana Dental Association and is the author of The Resourceful Dentist and What Medical School Did Not Teach You About Financial Planning. He also shares his financial knowledge on the “Money Talks” segment of a Baton Rouge news broadcast, offering valuable insights and practical advice on a variety of financial topics.

Outside of his professional life, Chad is a devoted family man. He and his wife Rose are proud parents to Conrad, Cole, Christopher, and Charles Max. Their son Cole is on the Autism Spectrum, and both Chad and Rose are actively involved in the special needs community. Their advocacy includes supporting organizations and programs that provide resources and assistance to individuals with special needs and their families.

Chad’s ongoing commitment to his family, his profession, and his community reflects his unwavering dedication to making a positive impact. Whether through his wealth planning practice, community engagement, or special needs advocacy, Chad continues to be a trusted and compassionate leader.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 29 years financial industry experience
  • 23 years with Olivier Group
Education
  • BBA in Finance with a Minor in Economics from Northeast Louisiana University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CEPA®
Professional Memberships
  • Baton Rouge Financial Planning Association
  • Baton Rouge Estate and Planning Council
Awards
  • Forbes Best-in-State 2025 - #30
  • Forbes Best-in-State 2024 - #42
  • Forbes Best-in-State 2023 - #27
  • Forbes Best in State 2022 - #31

Forbes Best-in-State Wealth Advisor: Awarded to Chad Olivier for 2022-2025 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 2025 research summary as of April 2025: 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor’s location, and 1,545 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The Olivier Group voted Best of Baton Rouge Wealth Management Firm for 2025 issued by The Advocate: Best of Baton Rouge polls are conducted annually by Nerus Strategies LLC. Nominations are submitted online. Voting is open to the public and also conducted online. Winners are selected by popular vote, not through methodology based on objective criteria. Receipt of this award does not ensure that a client or prospective client will experience a higher level of performance or results, nor guarantee future investment success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.