WELCOME TO
Olive Tree Asset Management
As a fee-only financial advisor, we strive to simplify your financial life by creating clear and coordinated tactics that align with your aspirations. Our goal is to help relieve the burden that financial uncertainty can cause — so you can spend your time focused on who you love and what you’re passionate about.
As Your Personal CFO We’ll Help You:
Manage Your Investments
Protect Your Assets
Minimize Taxes
Plan For Your Life’s Goals
Meet Omar Ezz, CFP®
Between balancing your personal life and your work, most successful professionals lack the time to sort through the details of their finances. But given your career and success, there are often opportunities within your circumstances that aren’t available to everyone, as well as specific challenges to consider.
We work with those across various fields — including young professionals, medical professionals, and first-generation immigrants — to see that your time and dedication translates into a robust and growing financial landscape for years to come.