Client-oriented service model

Oliver Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm located in Ann Arbor, Michigan. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we do not accept commissions or referral fees. We are paid directly and solely by our clients for the advice and services that we provide.

Our clients engage us for help in reaching specific goals or to prepare comprehensive financial plans that analyze several issues. You have the flexibility to use our services for a one-time engagement, over a series of meetings, or on an on-going basis.

Unbiased recommendations, not product sales

Once we have agreed on the services that you would like us to provide and we have completed the analysis, you will receive a detailed, written report of our recommendations and implementation suggestions. Because we are an independent firm and do not sell products, you can rest assured that you are receiving our untainted advice that is based solely on our professional opinion. Should you require the services of a specialist (such as an estate planning attorney or insurance agent), we will be happy to refer you to a reliable professional.

Get started today with a complimentary Get Acquainted Meeting

We offer a complimentary, no-obligation Get Acquainted Meeting as a way for you to decide if we are a good fit for your financial planning needs. This meeting is an opportunity for you to ask questions about our services, determine which services you would like us to provide, and get a quote. Contact us today or book on-line to schedule your Get Acquainted Meeting.