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Specialties
The Olivier Group, LLC is a Baton Rouge financial planning boutique specializing in wealth management, and retirement planning by independent financial advisors for physicians, dentists, business owners, families, and retirees.
History
Established in 2002.
Founded by Chad Olivier. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.
Meet the Business Owner
Chad O.
Business Owner
Chad Olivier entered the financial services industry right out of Northeast Louisiana University.
He is a prominent Certified Financial Planner™ practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, headquartered in Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial.
Chad is President of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. He 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.
Chad volunteers with the local Junior Achievement program and is on the volunteer committee for the Louisiana Pediatric Cardiology Foundation.