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John R. Oliver

Agile Wealth Partners

6241 Grand River Ave
Ste 150

Brighton, MI 48178
(248) 5749073

Planning for Independence

About Agile Wealth Partners

Agile Wealth Partners is a holistic financial planning firm. We operate as a fee-based, fiduciary, financial planning firm for select families. We offer services that help those achieve Independence and encompass, income and tax planning, estate and protection planning as well as asset and investment management. At Agile Wealth Partners we customize our services for each of our clients so you pay for only the services you need.

Our goal is to be your partner that helps break myths and media surrounding your wealth. A partner to create a plan that is continuously evolving so you can stay on track, know why and how it works, and gain the conviction needed to conquer your version of financial independence.

We use our self-developed process the Agile Wealth Planning Process. This process is an ever- changing prioritized planning process that lives and breathes with you and your lifestyle rather than static plan printed off and handed over which is about as helpful as the paper it's printed on. As a client, you will go through each of the eight steps as we break them down into manageable projects with us continuously as priority suggests so that we can spend more time on the eighth step, Independence planning. As the process continues we will tirelessly search for opportunities within each area, from protecting your assets to managing your investments tactically. This allows you to save time, reduce stress and sidestep pitfalls that may exist when we can't even see them.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

16 years

I work with the following types of clients

Individual Investors, Businesses


Investment Types

Insurance, Structured Notes, Annuities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, Via email, Via phone, At your office, At your home


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Long Term Care, Life, Annuity

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets



Bachelors of Entrpreneurship - Entrepreneurship/ Finance

Detroit College of Business
2000 - 2004