Financial Advisors Helping You
Find Your Freedom
Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Olivier Group financial advisors, based in Baton Rouge, Louisiana, help you define that why and create a financial plan that lets you live out your unique vision of freedom.
How Can We Help?
At Olivier Group, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
MONEY TALKS
Chad Olivier, CFP®, is featured weekly on the local news segment, “Money Talks.”
Watch as Chad gives you practical advice to help make your money work for you every Thursday night on Fox44 and Friday morning on NBC33. Money talks, but planning pays!
VIEW A RECENT MONEY TALKS SEGMENT: STOCKS VS. BONDS
Developing an investment plan is just one piece of the puzzle. The trick to working towards achieving your financial goals is to look at the big picture, then implement the appropriate strategy to get there. On this segment, Chad breaks down the key differences between stocks and bonds and why a well diversified portfolio should contain both. Originally aired on February 12, 2021 on NBC33 and Fox44.
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
We are your
Coach
We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.
Accountability Partner
One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.
Advocate
We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Business Owner Strategies
As a business owner, you work hard every day to build a strong future for your company and its employees. Our team will become equally dedicated to the financial wellbeing of both you and your business.
Insurance Planning
Should you or your relatives need long-term care planning, the Olivier Group can help you structure your wealth, so you won’t have to spend down an estate.
We are your
Coach
We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.
Accountability Partner
One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.
Advocate
We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.