Olivia Wealth Management
Olivia Wealth Management

Olivia Wealth Management

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Service type
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Introduction
We are a family centered Investment Management and holistic Financial planning firm that believes there is no cookie cutter plan or investment approach for every client. We are intentional about learning your story to carefully tailor a financial blueprint and investment portfolio that fits your unique goals and needs. Olivia Wealth Management may be a new organization, but as professional advisor, and investment professional we have successfully served clients across the US for more than a decade. We specialize in quality and holistic Financial Planning, Tax Planning, Retirement Planning, Customized Investment Strategies for individuals, families, and businesses, and individuals with equity based compensation. Given the recent market volatility we are currently offering complimentary (free of charge) Portfolio risk assessments, Personal risk tolerance Reviews, and complete investment portfolio assessments.
Overview

Hired 4 times

Background checked

License verified

2 employees

3 years in business

Payment methods

This pro accepts payments via Check, Credit card, and Stripe.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

5.0

4 reviews

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pro avatar
3 M.
Jun 20, 2023
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Hired on Thumbtack

Hired on Thumbtack

Here is a possible review: I had a wonderful experience working with James from Olivia Wealth Management. He was pleasant, professional, friendly, and thorough in his approach. He covered all the details of my financial situation, such as college planning, taxes, retirement, social security, and goals. He helped me choose the best options for my 403b, Roth, and UTMA investments. He was always punctual, researching and answering all my questions promptly and clearly. I highly recommend him to anyone looking for a reliable and knowledgeable financial advisor. Five stars!
Personal Financial Planning
pro avatar
Hongchen L.
Apr 26, 2023
·

Hired on Thumbtack

Hired on Thumbtack

James is very responsible and he answered my questions with great details and clarity. His professional opinion quickly solved my concern and uncertainty about how to deal with complex investment and retirement issue. Really appreciate the help!
Personal Financial Planning
pro avatar
Jami W.
Mar 3, 2023
James is hands down one of the best guys to help you handle your finances. We came from zero knowledge of how the financial system works and James say with us and explained how we get can get our money in order. Not only is he super personable and easy to talk to, he is so intelligent and it gives you the confidence to trust him and his decisions. The app that he uses is very user friendly, which is nice because I don’t like to feel overwhelmed. I also enjoy the emails that are sent out with some knowledge on what is happening in the market or just some educational information. I would definitely recommend using Olivia Wealth Management. We will continue to be customers of OWM and friends with James and Letty. 10/10 recommendation.
Olivia Wealth Management's reply
Thank you! Jami. It has been a pleasure working with you and Chris! I look forward to a long and eventful relationship!
pro avatar
Sonya L.
Mar 1, 2023
James Anadon at Olivia WM has been an absolute blessing to me throughout the years. Life got really tough financially for me in 2011 and I essentially had to start over at 41. James's patience and support kept me on track. 10 years later, I will be able to retire with very close to 100% of what I will need! The Olivia WM planning tool is a simple and fabulous way to really "see" my income and expenses. I know where I am and where I'm going. Highly recommend working with James and Olivia WM! ~ Sonya
Olivia Wealth Management's reply
Hey Sonya!, Working with you all these years has been wonderful! You are making great headway and sticking to our Investment and financial plan to a tee. I look forward to the future because I know it is bright!
Credentials
License

License Type: Investment Adviser Representative (CA)

License verified on 2/26/2023

License

License Type: Investment Adviser Representative (TX)

License verified on 3/4/2023

Background Check

James Anadon

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