I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock.
I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values.
I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey.
I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey.
So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.
Company Details
- Employees
- 1
- Address
- Sacramento, Ca, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Sacramento.
- HQ
- Sacramento, CA
Olivehurst Advisors Questions
Olivehurst Advisors's website is http://www.OlivehurstAdvisors.com
Olivehurst Advisors's LinkedIn profile is https://www.linkedin.com/company/olivehurst-advisors
Olivehurst Advisors has
1 employees.
View email and phone details for 1
employees at Olivehurst Advisors.
Olivehurst Advisors's industry is
Financial Services
Olivehurst Advisors's top competitors are
Ozmo Helmets,
Welling On Wall St. Llc,
Tailored Partners,
Jetsoftpro,
Crossmark Global Investments, Inc.,
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Secret_projects,
Soaak Technologies,
Hickory Lane Capital Management,
Value Investing Academy.
Olivehurst Advisors's categories are Financial Services
