Financial Advice for Life’s Most Meaningful Decisions
CERTIFIED FINANCIAL PLANNER(™)|INVESTMENT ADVISORY REPRESENTATIVE|FIDUCIARY
Saving Money and 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 turn into pipe dreams.
For nearly 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.
Office in Concord, MA.
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Growth, Protection, Stability
Save Time
We’ve mastered a process that saves busy families and professionals tons of time year after year. The process is painless and the time commitment is minimal.
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.
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
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
Investment Management
Making sure your portfolio is structured in-line with your time horizon and comfort with risk.
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.
Life Insurance
Our clients want to make sure that their bills are paid, the kids can go to college without a giant debt burden, even if they are no longer around.
Estate Planning
Making sure financial wishes are met, when assets are passed to the next generation, and with the least amount of tax implications.
Business Planning
Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value.
Comprehensive Financial Planning
Tying it all together, and seeing how each financial decision will affect other areas of the plan.
Put Your Money To Work
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, 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.
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, 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
1. Discovery
The first meeting is the most important part of our process. Here, we take the time to learn about you, what you have done to this point, and your vision for the future.
2. Recommendations
We use our software to analyze the data collected in the discovery meeting and put together a financial roadmap.
3. Implementation
Should you choose to utilize our services, our team will help you set up your new accounts, and automate a savings plan.
4. Ongoing Review
On a regular basis, we will review the plan, and track progress.
Our Core Values
Empathy
Honesty
Integrity
Real people helping real people, by simplifying financial solutions.
Being advocates for young professionals and families.