make smart financial decisions
Personal financial planning and investment advice.
Fee-only and Fiduciary
You deserve genuine advice, so we are Fee-Only and have taken a Fiduciary Oath.
WHO WE HELP
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.
Balancers
Doctors
Young Professionals
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 as a flat monthly fee.
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.
My client roster is currently full but feel free to check back here periodically for updates. Thank you for your interest!
