Top choice for "Best of Oldham County" Award for Financial Advisor 5 years in a row.
Welcome to OLIVER FINANCIAL, home of the "No BS Retirement." After 20 years of working with clients, we have intentionally coined the phrase NO BS! Our clients appreciate the honest, straight forward approach that we have always incorporated in our business. Let us pull back the curtain and give you the facts in this complex and confusing space of investments and planning. It's complicated, but we try to keep it simple and focus on your success.
Click here to schedule your complimentary, no BS review today. You may find our simple approach is exactly what you are looking for. We offer virtual meetings as well as in-person office meetings.
Oliver Financial is a small independent fiduciary advisor assisting you with retirement and Social Security planning, mutual funds, IRA's and Roth IRA's, 401ks, professionally managed accounts, life and long term care insurance.
We work with savers in all stages of the financial planning process and do not discrminate based on account size.