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Your Retirement Awaits. Plan with Confidence.
Our solutions are built to guide you to a successful retirement, whatever that may mean for you.
You have a portfolio. Do you have a plan?
Most people we meet are not starting from nothing. They have worked with a planner before, or they have a broker who calls now and then. What they have never had is someone who builds the plan, puts it to work, and stays responsible for it afterward.
Our Approach to Retirement
We utilize a unique financial planning process. Whether you’re currently in retirement, preparing for your next chapter in the next few years or have a few decades to go, our team will develop a personalized plan that addresses the goals you have in mind.
As a close-knit firm, we treat our clients like family. Working as a team, our goal is to serve your best interests, guided by our shared values of hard work and integrity.
How the plan gets built
Step 1: Discover
We learn your concerns, your plans and the details of your finances, then tell you honestly whether we can add value.
Step 2: Strategize
We analyze your full financial profile alongside your goals and craft the roadmap that connects them.
Step 3: Execute
We gather what is needed and put the plan to work. This is the step most people have never had done for them.
From there the plan becomes a living document. Steps four and five are the advanced planning and the ongoing oversight that keep it current as life changes.
See the full processWhat We Offer
Do you know where your retirement income will come from? If you’re like most people, you probably expect qualified-retirement plans, Social Security, personal savings, and investments to play vital roles. We’ll help you craft a plan to get the most out of what you have so you can retire with confidence. By building a close rapport and understanding your life as a whole, our team develops thoughtful, evidence-based retirement solutions that are right for your needs.
Income Planning
Our team delivers personalized wealth management strategies to help you achieve your financial goals.
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Long-Term Care
Some of our clients are surprised to learn that employer group health insurance and major medical insurance seldom cover long-term care.
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Legacy Planning
What will you leave behind for the next generation? How about for causes that are important to you?
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Life Insurance
We’ll show you how life insurance isn’t for those who have died. It is for those who are left behind.
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Estate Planning
Marriage, divorce, birth, death: having an up-to-date estate plan is the best way to prepare for all of life’s major moments.
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Tax Strategies
Engaging with tax strategies and managing your tax bill should be part of any sound financial approach.
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Medicare
We guide you through every step of Medicare enrollment, helping you understand your options and avoid costly mistakes.
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Our Resources
Read Our Latest Guide
Whether it’s keeping up with current events, financial trends, or addressing our clients’ concerns, we’re dedicated to providing up-to-date information to help you along the way.
Hear Blake on the Radio
Blake joins WSOS 103.9 in St. Augustine to talk through retirement, markets and the decisions that matter most. Every appearance is here in full.
Blake Oliver
Founder, Investment Advisor Representative
Blake is the founder of Oliver Wealth Management, based in St. Augustine, Florida. He helps people approaching retirement feel clear and confident about what’s ahead.
Blake believes good planning starts with understanding, so he takes the time to explain things in plain English and answer every question along the way. His clients can count on a real relationship and a plan built around their goals.
That love of teaching carries into the community too, whether he’s talking through financial topics on WSOS Radio or hosting retirement workshops. For Blake, helping his neighbors make confident decisions with their money is one of the best parts of the job.
Outside the office, Blake loves spending time with his wife, Sarah, and their daughter, Blythe. When he’s not with them, you’ll usually find him on the golf course or competing on the court, enjoying the same strategy and patience that good planning takes.
Your journey to financial confidence begins here.
Find out if you’re on the right path.