wiseradvisor

Brandon Oliver
Oliver Wealth Management

Tel: (410) 343-7125
901 Dulaney Valley Road, Suite 701
Towson, MD 21204

Small firm service with big firm capabilities

Oliver Wealth Management | Financial Advisor in Towson ,MD

About Oliver Wealth Management

Wealth Management with a Difference

Accumulating wealth is only part of the equation, but that?s what most financial advisors focus on. So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better.

That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation and income distribution.


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   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

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%
Additional Details on Charges:   Our fees start at 1% with breakpoints given both as assets and relationships grow.
Minimum Fee Charged for Managed Accounts:   $500


Education

Bachelor of Science - Business Admin.  Towson University - Towson, MD
1995- 1999



Faqs

  • Do you have a customer satisfaction or refund policy? Our clients pay as they go. We have no lock up periods. Clients can take their assets anytime.
  • What are your qualifications? What is your education background? I have over 20 years of experience leading financial teams as a SVP at Morgan Stanley and Merrill Lynch. I'm a graduate of Towson University with a major in business and a concentration in finance.
  • What is your approach to financial planning? We like to make it interactive. We use RightCapital and send a link to the client inviting them to input their information. If clients prefer us to enter the information, we gladly do that as well. We like to present the plans in person on the computer to show multiple scenarios.
  • What services do you offer? We offer asset management, retirement planning, financial planning, long-term care strategies, and niche solutions for business owners and attorneys.
  • How many clients do you currently manage? The firm is managing 300-350 households.
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Brandon Oliver

Brandon Oliver

With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing the financial success of its clients.

Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Aberdeen Aberdeen Proving Ground
Abingdon Annapolis Junction
Baldwin Baltimore
Bel Air Belcamp
Brooklyn Catonsville
Churchville Clarksville
Cockeysville Columbia
Curtis Bay Dayton
Dundalk Edgewood
Elkridge Ellicott City
Essex Fallston
Finksburg Forest Hill
Fork Fort George G Meade
Fort Howard Freeland
Fulton Gibson Island
Glen Arm Glen Burnie
Glenelg Glenwood
Glyndon Gunpowder
Gwynn Oak Halethorpe
Hampstead Hanover
Highland Hydes
Jarrettsville Jessup
Joppa Kingsville
Laurel Linthicum Heights
Manchester Marriottsville
Maryland Line Middle River
Millersville Monkton
New Freedom Nottingham
Odenton Owings Mills
Parkton Parkville
Pasadena Perry Hall
Perryman Phoenix
Pikesville Pylesville
Railroad Randallstown
Reisterstown Rosedale
Savage Severn
Severna Park Shrewsbury
Sparks Glencoe Sparrows Point
Street Sykesville
Upper Falls Upperco
West Friendship Westminster
White Hall White Marsh
Windsor Mill Woodbine
Woodstock

Awards & Recognitions

National Sales Director
(10/1/2000)

Highest award given to new financial advisers at Morgan Stanley.

Social Networks

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