As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER™ practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.
Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Chad Olivier
CFP®
Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.
Chad is a prominent CERTIFIED FINANCIAL PLANNER™ practitioner that owns an innovative wealth management firm, Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with Cetera Advisor Networks LLC, Member FINRA/SIPC. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.
Austin Delery
CFP®
Austin joined The Olivier Group in 2015 as a financial planning intern. Since then, he graduated from Louisiana State University with a Bachelors in Finance specializing in LSU's CFP Board Registered Program, worked as our Director of Business Development, and is now a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds the Series 7 registration and is a non-producing Registered Representative of Cetera Advisor Networks. Apprenticing under Chad Olivier, CFP® from the beginning has given Austin a solid foundation to provide our clients with top-notch service. Most importantly, Austin takes deep pride in providing comprehensive financial planning to all our Olivier Group families.
In his free time, Austin is a member of Baton Rouge's Financial Planning Association, a mentor with Son of a Saint in New Orleans, a frequent foster to shelter animals, and an avid competitor/supporter of Nola Motorsports Racetrack. Austin, being from Denver, CO, is a frequent flyer to visit family and climb 14,000ft mountains any chance he gets. Finally, he and his wife Kelsey do not have kids yet, but their home is filled with 3 loving dogs Molly, Beau, and Cali.
General Information |
| Firm Start Year: | 2002 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | Cetera Advisor Networks |
| Name of Custodial Firm: | TD Ameritrade, Fidelity, and Cetera |
| States Licensed in: | AL, FL, LA, MS, NM, TX, GA, TN |
| Number of Years with Current Firm: | 19 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Insurance, Real Estate, Stocks, Bonds |
| Can meet clients in the following ways: | Video Conference, Your Home, Our Office, Phone, Email, Your Office, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
| Non-Financial Organization Memberships: | Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana |
Firm Information |
| Firm's Number of Clients: | 200 |
| Assets Managed by Firm: | $220 million |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 200 |
| Advisor's Number of Planning Clients: | 110 |
| Assets Managed by Advisor: | $300 million |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Hourly, Flat Fee, Commissions, Based on Assets |
Education |
| Bachelors in Business Administration - Finance with minor in Economics | Northeast Louisiana University
- Monroe, LA 08/15/1991-05/30/1995 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1822434/wiseradvisor-olivier-group-detailed-disclosure.html |
Disclaimer |
| Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 3:00 PM |
| Addis | Baker |
| Baton Rouge | Belle Rose |
| Brusly | Carville |
| Darrow | Denham Springs |
| Donaldsonville | Erwinville |
| French Settlement | Geismar |
| Glynn | Gonzales |
| Greenwell Springs | Grosse Tete |
| Lakeland | Livingston |
| Plaquemine | Port Allen |
| Prairieville | Pride |
| Rosedale | Rougon |
| Saint Amant | Saint Gabriel |
| Sorrento | Sunshine |
| Walker | White Castle |
| Zachary | |
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