The Olivier Group

A team of dedicated financial planners helping clients live life by design, not by default.

General Information
Company Name
The Olivier Group
Founded Year
2002
Location (Offices)
Baton Rouge, United States +1
Founders / Decision Makers
Number of Employees
12
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

The Olivier Group - Company Profile

The Olivier Group is a financial planning startup that prioritizes simplicity and convenience for its clients. Founded in 2002, the company aims to demystify investing and empower clients to understand the strategies and results behind their financial decisions. Offering securities through Cetera Advisor Networks LLC and investment advisory services through CWM, LLC, The Olivier Group emphasizes transparency and educates clients about their money. While the headquarters location and specific investors for its last investment are undisclosed, the company's dedication to helping clients live "life by design, not by default" reflects its commitment to personalized financial planning.

Taxonomy: Financial planning, Investment advisory, Securities, Risk management, Wealth management, Asset allocation, Retirement planning, Financial education, Client trust, Convenience services, Simplicity in investing, Advisor partnership, Regulatory compliance, Client communication, Performance transparency

Funding Rounds & Investors of The Olivier Group (0)

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There is no investment information

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