Colorado Financial Advisor | Oliver Asset Management

Based in northern Colorado, Oliver Asset Management is proud to serve local health care professionals with personalized financial strategies not often found at big-box advisors.

Here, we help you navigate transitions and build wealth. By upgrading from a one-size-fits-all corporate 401(k) plan to a professionally managed IRA, we can design an entire strategy around your specific retirement goals, needs and aspirations. You worked incredibly hard to land where you are, so you deserve a financial plan that helps protect you.

“But I have enough on my plate. Why now?”
With Estes Park Health moving under the UC Health umbrella, your retirement plan may not reflect your personal circumstances anymore. Instead of sticking with a broad, preset 401(k) plan, you may benefit from considering a professionally managed IRA with Oliver Asset Management. We believe in building relationships, not selling cookie-cutter strategies—and that means we’re focused on your needs rather than corporate quotas.
“What qualities make a professionally managed IRA the potential better fit?"
A professionally managed IRA offers several advantages over a typical 401k plan. A professionally managed IRA will offer a much more diverse universe of investment options to help you achieve your goals. Most 401k plans will typically offer very limited investment selections such as age-based target date funds. Our services are not just limited to investment options, either. We specialize in advanced tax planning, income planning, and high level IRA strategies, including creating tax-free strategies.
“Why is Oliver Asset Management the game-changer for financial success?”
We created the proprietary T.I.M.E.™ (Taxes, Income, Money, Estate) planning system for the most comprehensive retirement planning system. Most importantly, we are locally based and meet throughout the year to keep you focused on your goals.