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Recognized thought-leader with nearly 30 years of Financial Advisory Experience.

 

ABOUT

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As a Financial Advisor and Investment Management professional, Oliver has long been regarded as a thought-leader.

His opinions, views and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger's and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Oliver has been named "amongst the best of the best" by Barron's Magazine six years in a row (2008 - 2014) as part of their "Top Independent Advisor" annual ranking. 

 

As an Author and Educator, Oliver has been a key note speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard and Fidelity.

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PUBLICATIONS & LINKS

View the latest publications by Oliver Pursche

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