What You Can Expect
Partnering with us is quite different from a large company or wirehouse. When our clients have a question, they can reach out to their advisor directly. And when it comes to guidance, they know that working with a fee-only, independent advisor means their best interest leads the way—not the interests of a larger company, layers of management, nor my own.
Fee-Only
We are not in the business of selling products to make a commission. This means we recommend solutions that genuinely fit your particular situation and never collect a kickback.
Transparency
With an honest approach, you’ll always know where your wealth stands. This not only pertains to fees, but also readily available benchmarks within your client portal, so you are always aware where your portfolio stands relative to the broader market.
Low-Cost
Unlike other advisors, portfolio management is done in-house and not outsourced. This removes an additional layer of fees. Low-cost funds are also used when needed.
Simplicity
Our investment philosophy is straightforward. We do not believe in speculation or exotic instruments you may not understand. We believe in owning established businesses with a track record of success.
Credentials
Most advisors pursuit of knowledge is limited to a licensing exam. Our credentials include the CERTIFIED FINANCIAL PLANNER™ designation and Master in Business Administration from the University of Virginia Darden School of Business.
Technology
As your life has progressed, your finances may now seem overwhelming. Our user-friendly client portal and financial planning software allows you to untangle and take charge of your financial well-being.
JUST LIKE THE OLIVE TREE,
Solid Rooting is Key to a Strong Financial Life
A symbol of peace, health, stability and victory, the olive tree in its physical form is known for being able to grow robustly, even in quite harsh conditions.
We chose the name “Olive Tree Asset Management” because the tree’s qualities mirror our goal for our clients: to experience a strong, stable and prosperous financial life—undeterred by the ebbs and flows of their lives and circumstances.
Does Our Approach Reflect What You’re Looking for?
If so, learn more about what we offer.