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Oliver Wealth Management

Headquartered in TOWSON, MD

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Firm Information

Oliver Wealth Management is a financial advisory firm based in TOWSON, MD. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a team of 3 licensed agents and 4 investment advisor representatives who manage approximately $290 million in assets for 1,500 clients.

Oliver Wealth Management

901 DULANEY VALLEY ROAD

TOWSON, MD 21204

$290.00M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OLIVER WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

TOWSON, MD

Advisors at Oliver Wealth Management

View All 5 Advisors
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Andrew Knachel

RA

TOWSON, MD

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Brandon Christopher Oliver

RA

TOWSON, MD

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Nathan Thomas McDuffee

CFP®, CFC®, RA

TOWSON, MD

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Heath Justin Harris

RA

TOWSON, MD

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Joseph Michael Plume

RA

TOWSON, MD

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Disclosures

There are no public disclosures for Oliver Wealth Management.

Frequently Asked Questions (9)

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