Olympic-Caliber Wealth Management — World Class Service

Attention to detail. Discipline and structure. Confidence. As a world class gymnast training for the Olympic Games, Mr. Oliver (Founder and President of Oliver Capital Management) mastered these skills. He now applies these highly refined and honed skills on a daily basis at Oliver Capital Management, working tirelessly to customize a structured, yet thoughtful, financial plan for each of our valued clients. More importantly, Mr. Oliver possesses the discipline that is required to keep our clients on track to achieving their unique financial goals and objectives over the long-term.

In summary, we believe that our primary roles as your financial advisor are threefold: 1) to consistently and systematically apply a well thought out, disciplined, and time-tested investment strategy; 2) to act as a rational sounding board for our clients thoughts, concerns and questions; and 3) to be candid, forthright, unbiased and sincere in our opinions and advice.

Exchange Traded Fund (ETF) Strategy
Why Choose OCM
Comprehensive Wealth Management
Strategically Engineered Portfolio Program
Improve Your Company's 401(k) / Retirement Plan
401(k) Rollovers
Frequently Asked Questions


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More than fifteen years of Retirement Plan Experience

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