As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER™ practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.
Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Chad Olivier
CFP®
Chad embarks on each day in the financial services industry with the same passion that began nearly 30 years ago, following his graduation from Northeast Louisiana University. He began his career as a stockbroker but quickly realized that the essence of successful financial planning lies in building meaningful relationships. This insight inspired him to become a financial advisor. Today, Chad is a prominent CERTIFIED FINANCIAL PLANNER® practitioner and the owner of the Olivier Group, an innovative wealth management firm based in Baton Rouge, Louisiana. For more than two decades, he has built a distinguished reputation for ethical and client-centered financial planning. Chad holds multiple securities registrations, including Series 7, 24, 52, and 63, and maintains insurance licensing. His advanced qualifications include Certificates in Family Business and Wealth Advising from the Family Firm Institute, as well as a Certified Exit Planning Advisor designation from the Exit Planning Instituteâcredentials that enhance his ability to guide business owners through complex financial transitions. Chad has earned accolades across industry and regional platforms for his leadership and dedication. He has appeared on Forbesâ Best-in-State Wealth Advisors list in 2022, 2023, 2024, and 2025. His firm, the Olivier Group, is recognized as Best of Baton Rouge â Wealth Advisors for 2025 and is also featured as the Face of Wealth Management by Baton Rouge Parents Magazine.
Austin Delery
CFP®
Austin joined The Olivier Group in 2015 as a financial planning intern. Since then, he graduated from Louisiana State University with a Bachelors in Finance specializing in LSUâs CFP Board Registered Program, worked as our Director of Business Development, and is now a CERTIFIED FINANCIAL PLANNER® practitioner. Apprenticing under Chad Olivier, CFP® from the beginning has given Austin a solid foundation to provide our clients with top-notch service. Most importantly, Austin takes deep pride in providing comprehensive financial planning to all our Olivier Group families. In his free time, Austin is a member of many different volunteer and community programs such as: a mentor with Son of a Saint in New Orleans, volunteer with New Orleans Recreation Department, shelf stocker at LowerNineâs Food Pantry, a frequent foster to shelter dogs, a life coach with Youth Leadership Council, and an avid competitor/supporter of Nola Motorsports Racetrack. When Austinâs outside of bayou country, he can be found back in his home state of Colorado visiting family, snowboarding, white-water rafting and climbing 14,000ft mountains any chance he gets. Last but not the least, Austin shares this life with his wife Kelsey, their daughter Charlotte and 3 beloved dogs Molly, Cali, and Blanca.
Landon Collins
AAMSî, ABFPî, WMCPî
Landon is a Wealth Advisor on our team. His years of experience within the financial services industry, along with his genuine desire to serve clients, makes him an asset to our team.
A graduate of Southeastern Louisiana University, Landon holds a series 7 and 66 securities registration in addition to a Louisiana State Insurance License. He also holds the AAMSî, ABFP, and WMCPî professional designations.
Outside of work, Landon enjoys spending time with his wife Madeline and their growing family. They currently have 3 daughters, Valeria, Sophia, and Lydia. He also enjoys spending time with his pit-bull / boxer mix, Java. Heââ¬â¢s a member of Istrouma Baptist Church where he serves in the Sports Ministry. Landon enjoys coaching baseball and spending Saturdays at the ball field. He also enjoys watching LSU baseball and football and is a fan of the Houston Astros. Landon enjoys black coffee, political podcasts, and thinks Pepsi tastes better than Coke.
Benjamin Johnson
Ben entered the financial services industry in 2022 as an intern at Louisiana State University. Upon graduation from LSU with a degree in finance, Ben began working full time at The Olivier Group. He holds a Series 7 and 66 securities registrations. Ben loves working with our clients and providing top-notch service.
Outside of the office, Ben loves being outdoors and playing sports. His favorite time of the year is the NFL season so he can continue his reign of terror as commissioner of his fantasy league. He loves seafood, fishing, and most importantly, the LSU Tigers.
General Information |
Firm Start Year: | 2002 | |
No. of Employees: | 10-19 | |
Name of Broker/Dealer: | Cetera Advisor Networks |
Name of Custodial Firm: | Charles Schwab, Fidelity, Cetera Wealth Network |
States Licensed in: | AL, FL, LA, MS, NM, TX, GA, TN |
Number of Years with Current Firm: | 19 |
Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers |
Services |
Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate |
Can meet clients in the following ways: | Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Financial Organization Memberships: | Financial Planning Association (FPA) |
Non-Financial Organization Memberships: | Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana |
Firm Information |
Firm's Number of Clients: | 471 |
Assets Managed by Firm: | $535 million |
Advisor's Number of Clients: | 200 |
Advisor's Number of Managed Clients: | 200 |
Advisor's Number of Planning Clients: | 110 |
Assets Managed by Advisor: | $300 million |
Compensation and Fees |
Fee Structure: | Fee-Based |
Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
Education |
Bachelors in Business Administration - Finance with minor in Economics | Northeast Louisiana University - Monroe, LA 08/15/1991-05/30/1995 |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1822434/wiseradvisor-olivier-group-detailed-disclosure.html |
Disclaimer |
Securities offered through Cetera Wealth Services, LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services, LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
Mon. | 8:30 AM - 5:00 PM |
Tue. | 8:30 AM - 5:00 PM |
Wed. | 8:30 AM - 5:00 PM |
Thu. | 8:30 AM - 5:00 PM |
Fri. | 8:30 AM - 3:00 PM |
Addis | Baker |
Baton Rouge | Belle Rose |
Brusly | Carville |
Darrow | Denham Springs |
Donaldsonville | Erwinville |
French Settlement | Geismar |
Glynn | Gonzales |
Greenwell Springs | Grosse Tete |
Lakeland | Livingston |
Plaquemine | Port Allen |
Prairieville | Pride |
Rosedale | Rougon |
Saint Amant | Saint Gabriel |
Sorrento | Sunshine |
Walker | White Castle |
Zachary |
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