make smart financial decisions

Personal financial planning and investment advice.


You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence.


Life is going 100 miles per hour and you’re trying to keep all the work and family plates spinning.


Retirement is within sight, and you have lots of decisions to make.


You work at the University of Michigan or Trinity Health and have unique benefits and planning opportunities.


Whether you’re in Mountain View or Ann Arbor, we’ll guide you through GSUs and other Google benefits.

I Need Your


WHat sets us apart

You are in control

It’s your money after all. We give you detailed advice that you put into action with our guidance.

Monthly fee

Pay us like any other regular bill. Your fee doesn’t increase just because your investments grow.

Costs matter

We are a little obsessed with low-cost passive investing, and we’ll show you why.

New School

We like technology, so you can share, schedule and meet with us virtually.

about rob oliver

Thanks for stopping by. I’m Rob, and I’ve been helping people like you make smart and fulfilling money decisions since 2005. I’m fervent about providing conflict-free advice under the fiduciary standard, which is why I have been a fee-only planner since day one. I even have the fancy degrees and designations you’ve come to expect.

I’m looking for a few more good clients. Schedule an introductory call below to see if we are a good fit.

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