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.
|Firm Start Year:||2002|
|Name of Custodial Firm:||TD Ameritrade, Fidelity, and Cetera|
|States Licensed in:||AL, FL, LA, MS, NM, TX, GA, TN|
|Number of Years with Current Firm:||18|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Insurance, Mutual Funds, Bonds, Stocks, Annuities|
|I can meet clients in the following ways:||At my office, Via phone, At your office, At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care, Variable Annuity, Disability, Annuity, Variable Life|
|Financial Organization Memberships:||Financial Planning Association (FPA), Paladin Registry|
|Non-Financial Organization Memberships:||Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana|
|Firm's Number of Clients:||200|
|Assets Managed by Firm:||$220 million|
|Advisor's Number of Clients:||200|
|Assets Managed by Advisor:||$180 million|
|Registered Investment Advisor:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Commissions, Flat Fee, Based on Assets, Hourly|
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 entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.
Chad is a prominent CERTIFIED FINANCIAL PLANNER " practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.
|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|
|Baton Rouge||Belle Rose|
|Greenwell Springs||Grosse Tete|
|Saint Amant||Saint Gabriel|