Oliver Financial Planning, LLC (“OFP”) is a registered investment adviser offering advisory services in the State of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of OFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy

Our Privacy Policy (PDF) describes how we safeguard any personal information that you may share with us. In short, we do not share your personal information outside of the company unless you give us written permission or we are required by law.

Investment Adviser Brochure

Download and read our Investment Adviser Brochure and Supplement, a regulatory document also known as ADV Part 2. We are required to deliver this document to you prior to our first engagement and to offer to send it to you once each year.