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.

Firm Start Year

No.of Employees

Firm CRD#

Name of Broker/Dealer

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Advisory Services Provided

Investment Types

Can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Non-Financial Organization Memberships

Firm's Number of Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

Compensation Methods

Bachelors in Business Administration - Finance with minor in Economics

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.