Thoughtful service and tailored strategies, with your needs at the center

We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you pursue your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel to help enhance your financial outlook and propel you toward your goals.

Ensuring your loved one’s end-of-life wishes are honored.
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Retirement & Longevity
The fine line between friend and foe.
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Technology & Innovation
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
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Markets & Investing
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
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Technology & Innovation
Financial literacy is a gift that lasts a lifetime.
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Family & Lifestyle
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
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Estate & Giving
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oliver Asset Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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