Robert Oliver (CFA®, CFP®, MBA)

Robert Oliver focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Oliver Financial Planning provides ongoing financial planning and investment advice to a limited number of clients for a flat monthly fee based on net worth. We are located in Ann Arbor, Michigan.

Please visit www.oliverplanning.com for more information.

NAPFA Start Date

October 30, 2006

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This Office

202 E Washington St Ste 303 Ann Arbor, MI 48104-2017 Phone: (734) 926-0022