[vc_row css=”.vc_custom_1550766853707{padding-top: 0px !important;padding-bottom: 0px !important;background-color: #052441 !important;}”][vc_column][vc_empty_space height=”15″][vc_row_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360676977{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491859291904{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]


Effective Game Plan

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360687530{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491859326002{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]


Advice in Common Language

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360696294{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491860581609{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]


Straightforward Fees

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row el_class=”center-row” css=”.vc_custom_1491509120777{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_empty_space height=”15″][vc_column_text]

Download one of our free resources.

[/vc_column_text][vc_empty_space height=”5″][vc_row_inner][vc_column_inner width=”1/6″][vc_single_image image=”3467″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=3-methods”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3466″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=4-mistakes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3465″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=7-secrets”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3464″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=7-tips”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3463″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=8-tax-loopholes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3462″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSEuYAAW&guidekey=8-retirement-blunders”][/vc_column_inner][/vc_row_inner][vc_column_text]

Get more Insights

[/vc_column_text][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row css=”.vc_custom_1490360334629{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column css=”.vc_custom_1490201917517{padding-right: 100px !important;padding-bottom: 0px !important;padding-left: 100px !important;}”][vc_row_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490198487520{padding-top: 50px !important;}”][vc_single_image image=”3443″ img_size=”medium” alignment=”center”][vc_column_text]

FORBES TOP-RANKED TEAM

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”3442″ img_size=”medium” alignment=”center”][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”3441″ img_size=”medium” alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column css=”.vc_custom_1490391152359{padding-right: 15% !important;padding-left: 15% !important;}”][vc_row_inner][vc_column_inner][vc_empty_space][vc_column_text]

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Olivier Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Olivier Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30″ el_id=”survey-section”][vc_column_text]

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

[/vc_column_text][vc_empty_space height=”24px”][vc_column_text]

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

[/vc_column_text]

Next
[/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner][vc_column_text]

How to get started.

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”center-row”][vc_column_inner el_class=”hidden-col” width=”1/4″][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]

 

1. Schedule an appointment

[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]

 

2. Meet with us for a custom listening session

[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]

 

3. Get your personalized strategy

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_empty_space height=”15″][vc_column_text]

Schedule an appointment    Watch Video

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_column_text]

Chad Olivier, CERTIFIED FINANCIAL PLANNER™ practitioner, is featured weekly on the local news segment, “Money Talks.” Watch as Chad gives you practical advice to help make your money work for you every Thursday night on Fox44 and Friday morning on NBC33. Money talks, but planning pays!

View a Recent Money Talks Segment: Financial Plan vs. Investment Plan

Developing an investment plan is just one piece of the puzzle. The trick to working towards achieving your financial goals is to look at the big picture, then implement the appropriate strategy to get there. On this segment, Chad discusses the difference between an investment plan and a financial plan. Originally aired January 18, 2019 on NBC33.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row][vc_row stripe_color=”site_accent”][vc_column el_id=”appointment”][vc_column_text]

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

[/vc_column_text]

    First Name*

    Last Name*

    Email*

    Phone Number*

    [/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]

    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    [/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”70px”][vc_row_inner][vc_column_inner width=”1/3″]

    Investment Management

    The Olivier Group can help you invest and allocate your assets according to your preferred investment style and risk tolerance Learn More

    Risk Management

    A key part of any financial plan is determining the level of risk necessary to pursue your goals and matching it with your willingness to take on that risk. Learn more

    Tax & Estate Planning

    Our team can work with your accountant and other professionals on your tax planning needs. Learn more

    [/vc_column_inner][vc_column_inner width=”1/3″][vc_empty_space height=”45px”][vc_single_image image=”3444″ img_size=”full” alignment=”center”][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]

    Financial Planning

    We sit down with you to discuss your financial situation in depth in order to come up with a cohesive financial plan for your assets. Learn more

    Retirement Planning

    You need consistent income and capital protection today, and for retirement. Learn more

    Insurance Planning

    In theory, no one should have to pay a penny for long-term care. Learn more

    Business Owner Strategies

    As a business owner, you work hard every day to build a strong future for your company and its employees.  Learn more

    [/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”olivier”][vc_column][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]

    Personalized Wealth Management

    The Olivier Group’s mission is to help you and your family live life by design, not default through innovative planning and personalized service based on integrity. As a Baton Rouge financial services firm, we specialize in comprehensive wealth management and retirement planning for business owners, physicians, and affluent families throughout Louisiana and beyond. Learn about how our independent team can help work towards your financial planning goals. Contact us today and let the Olivier Group help you on your True Wealth journey.

    [/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”1/3″]

    [vc_column_text]

    Investment Management

    Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

    Read more

    [/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]

    [vc_column_text]

    Carson Group

    Carson Group partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

    Read more

    [/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]

    [vc_column_text]

    Our Locations

    Olivier Group is headquartered in Baton Rouge, LA. Contact us today to speak with a wealth advisor or financial professional.

    Read more

    [/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][/vc_row_inner][vc_empty_space height=”50px”][vc_separator style=”double”][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]

    Insights

    Olivier Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    [/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”45px”]

    Blog
    Five Reasons Your IRA is Deflating, and ...

    By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.

    Read More
    Market Commentary
    Market Commentary: U.S. Markets Rally But ...

    U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.

    Read More
    Video
    Prioritizing Your Estate Plan

    Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.

    Read More
    Infographic
    10 Tax Planning Tips Your CPA Might Have ...

    There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

    Read More
    Tax-Loss Harvesting
    Monthly Newsletter
    Any Time is Tax-Loss Harvesting Time

    Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

    Read More
    [vc_empty_space height=”45px”][vc_row_inner el_class=”home-posts-row”][vc_column_inner width=”1/2″][vc_column_text]

    Blog post

    [/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

    Weekly Market Commentary

    [/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row]