Our primary business is sourcing, identifying and placing successful, high quality Financial Advisors with the best firms in the financial services industry. Specifically, our goal is to place Financial Advisors in firms that will offer them and their teams a superior platform in which to conduct and grow their businesses. What sets Oliver-Cross and Associates LLC apart is our understanding of the history and evolution of financial services based on our many years in the industry. We understand that each individual practice is unique. We know the challenges a Financial Advisor faces each and every day. We understand the value of relationships: those that you have with your clients and those that you have with your colleagues.
As your advocate, our goal is to understand who you are and the nature of your practice. Through preparation and research we will introduce you to the firms and platforms that offer you the right environment to grow your business to the next level of financial success. Our clients are those who are willing to dream about what can be.
Oliver-Cross and Associates LLC does business a little bit differently — with energy, determination, focus, common sense, respect for others and simple human courtesy. We invite you to discover what these differences can mean to you, your clients and your family.