Awards & Recognition
Ed Slott's Master Elite IRA Advisor Group™
About
Frank E. Oliver, III is the President and Founder of Oliver Asset Management, a specialized financial firm dedicated to providing personalized retirement strategies. A passionate advocate for helping individuals with their finances, Frank has worked with hundreds of clients over more than two decades, offering invaluable insights into effective planning procedures with an emphasis on taxes, income, money, and estate planning.
Frank created the proprietary T.I.M.E.™ process — covering Taxes, Income, Money, and Estate planning — which forms the foundation of every client engagement at Oliver Asset Management. He is also a member of one of the most exclusive groups of financial advisors in the country: Ed Slott's Master Elite IRA Advisor Group™. This membership requires meeting rigorous educational requirements and a commitment to ongoing IRA training directly with Ed Slott and his team of IRA experts.
His expertise extends well beyond IRAs. Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, and income planning, enabling him to design truly comprehensive retirement plans. His book, "Your T.I.M.E.™ is Now," serves as a testament to his expertise and unwavering dedication to the field.
Beyond his client base, Frank's influence reaches far and wide. He actively trains and coaches fellow financial advisors across the country, sharing his wealth of experience and knowledge. He maintains both his securities and life insurance licenses, offering a diverse range of investment and insurance options tailored to each client's individual needs.
Areas of Expertise
Education & Credentials
Securities Licensed
Life Insurance Licensed
Ed Slott Master Elite IRA Advisor
Author of "Your T.I.M.E.™ is Now"
About Oliver Asset Management
Oliver Asset Management is a retirement-focused financial planning firm based in Longmont, CO. The firm's proprietary T.I.M.E.™ process — covering Taxes, Income, Money, and Estate planning — ensures every aspect of a client's financial picture is evaluated and optimised. Advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.
Visit oliverassetmanagement.comStop overthinking it
Overwhelmed? Can't decide?
Take a 2-minute call.
Tell us your situation once. We do the research, the matching, and hand you the right advisor — no homework required.
Let us do the work — free callNo commitment. No spam. Just results.