Frank Oliver is the president and founder of Oliver Financial Group, a boutique financial services firm providing comprehensive financial planning. Frank creates client satisfaction and peace of mind by utilizing the most current estate planning, income planning, and financial planning techniques.

Frank’s extensive education and passion for working with retirees positions him to educate his clients on creating safe, secure financial solutions Frank draws upon his expertise and his long-standing relationships with many allied financial industry experts to provide unique and customized solutions tailored to each client’s specific financial needs. The result is many satisfied customers who have accomplished their financial goals and secured the financial future of their families.

Frank Oliver is a member the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor Group™. To be a member of Ed Slott’s Elite IRA Advisor Group™, an advisor must meet the educational requirements and make a commitment to continue their IRA training with Ed Slott and Company. This training involves multiple live sessions as well as on-going instruction throughout the year from Ed Slott and his team of IRA Experts which means that Frank has access to the most up-to-date research on IRA transfers and minimizing tax erosion for his clients and their heirs. Frank has attained the exclusive “Court of the Table” status of the Million Dollar Round Table. Court of the Table status places Oliver among the top professionals in the global life insurance and financial services industry. It recognizes Oliver for demonstrating exceptional professional knowledge, client service and ethical conduct.

Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals. Founded in 1927, MDRT is an international, independent association of more than 31,000, of the world’s life insurance and financial services professionals. With membership from 84 nations and territories. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. Frank was the host of the Oliver Financial Group Radio Program which was heard every Saturday KRCN 1060 the Radio Colorado Network.

Oliver Financial Group
303.485.7509
402 Main Street
Longmont, CO 80501