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John R. Oliver

Agile Wealth Partners

6241 Grand River Ave
Ste 150

Brighton, MI 48178
(810) 2260477

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

2017

No.of Employees

2-4

CRD#

4820353

Firm CRD#

302019

Work Experience

16 years

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

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

I can meet clients in the following ways

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I do not have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Education

Bachelors of Entrpreneurship - Entrepreneurship/ Finance

Detroit College of Business
2000 - 2004