Company Logo

The Olivier Group, LLC

Verified by BOTW
Company Logo

About The Olivier Group, LLC

We are a Baton Rouge financial planning boutique specializing in wealth management, and retirement planning by independent financial advisors for physicians, business owners, families, and retirees.

Through our holistic team approach, we guide you through all aspects of financial planning, from proactive investment management, to planning for retirement, or preparing your estate. Under the direction of Certified Financial Planner tm Chad Olivier, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.

Our independence allows us to evaluate the investments that are right for you. As financial planners, we offer the expertise of larger brokerage firms while providing yearlong personal attention to every client that only a small firm can maintain.

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA / SIPC.

Location & Directions for The Olivier Group, LLC

4609 Bluebonnet Blvd Ste A, Baton Rouge, LA 70809
Get Directions

Services The Olivier Group, LLC Offers

Comprehensive Financial Planning
Investment Policy Statement Creation
Professional Portfolio Management
Retirement Planning
Estate and Tax Planning
Life Insurance and Long-term Care Planning
Financial Quarterbacking
Educational Savings and Planning
Trust Planning
Educational Workshops and Client Events

0.0 Out of 5.0

Reviews For The Olivier Group, LLC

Reviews for this business have been aggregated from multiple sources.

Based on 0 Reviews

Add Review
Rate us and Write a Review