Financial Advice for Life’s Most Meaningful Decisions

CERTIFIED FINANCIAL PLANNER™|INVESTMENT ADVISORY REPRESENTATIVE|FIDUCIARY

Building wealth is not complicated

Have you ever gone on vacation and thought, “We should buy a ski house one day,” only to find yourself having the same conversation with your spouse 5 years later? Without a plan, our goals are simply pipe dreams.

For more than two decades John has advised emerging high-net-worth individuals and families, providing a refreshing alternative to traditional financial firms. We understand the strong emotional ties that people have to their finances and what those values represent.

Empathetic. Transparent. Accessible.

Not sure where to get started?

We have you covered!
Download our Financial Planning Basics eBook.

Growth, Protection, Stability

icon-time

Save Time

Our process saves busy families and professionals tons of time year after year. It’s simple and the time commitment is minimal.

icon-trusted

Valued Advocate

We are there even when you can’t be. Your problems become our problems and we always have your best interest at heart.

icon-mind

Confidence

We work with you and your investments in a truly transparent fashion every step of the way. We are available to our clients 24/7.

Our Team

We work closely with our clients to achieve financial goals and build the right foundation for their families’ future.

JOHN CONTE

Certified Financial Planner™

CASSIE MAGRO

Head of Client Service

Gillian Mulhere

Marketing Director

Everything You Need for a Complete Financial Picture

icon-investment

Investment Management

Making sure your portfolio is structured in line with your time horizon and your comfort with risk.

icon-retirement

Retirement Income Distribution

Retirement planning can be likened to climbing a mountain. We will climb the mountain with you, and help make sure you get back down, safely.

icon-insurance

Life Insurance

Our clients want to make sure that their bills are paid and the kids can go to college without a giant debt burden, even if they are no longer around.

icon-estate

Estate Planning

Make sure financial wishes are met, when assets are passed to the next generation, and with the least tax implications.

icon-business-planning

Business Planning

Whether you’re launching a new business or planning to expand an existing one, we can help you create, grow, and protect your business’s value.

icon-financial

Comprehensive Financial Planning

Tying it all together, and seeing how each financial decision will affect other areas of the plan.

Securities and Investment Advisory Services offered exclusively through Hornor, Townsend, & Kent, LLC

Our Core Values

icon-empathy

Empathy

icon-honesty

Honesty

icon-integrity

Integrity

Real people helping real people, by simplifying financial solutions. Being advocates for young professionals and families.

Let Us Take the Weight Off Your Shoulders

The topic of financial planning is anxiety inducing for most families. There are a million excuses not to get started, all of which generally boil down to not wanting to face reality; you’re behind, unprepared and the goals set years ago have not been addressed since.

At Oliver Capital Management, we take shame, guilt and insecurity out of the equation. We put our clients at ease and take action on their behalf. We know that time is of the essence; the longer you wait to take action, the bigger your financial mountain is to climb.

We’ve been told that our discovery meeting is more like having a conversation with a friend.

Our Process

icon-discovery

1. Discovery

The first meeting is the most important. Here, we take the time to learn about you and your vision for the future.

icon-recommendation

2. Recommendations

We use our software to analyze the data collected in the discovery meeting and create a financial roadmap.

icon-implementation

3. Implementation

Should you choose to utilize our services, our team will help you set up your new accounts, and automate a savings plan.

icon-review

4. Ongoing Review

We will review your plan regularly and track your progress, making suggestions and recommendations along the way.

Put Your Money To Work

Not sure where to start? Schedule a call with us and you’ll be on your way to a more secure and abundant future…
7026318RG_Sep26