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portrait of Joe Oliver
FINANCIAL ADVISOR

Joe Oliver

CFP®
2250 Baltimore Pike, Oxford, PA 19363opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Joe

Money Cannot Buy Happiness
Money is a tool that allows you the opportunity to pursue your true goals, whatever they may be. I want to fully understand these goals, implement strategies to help you achieve them, and help you steward your money in a way that you understand and feel comfortable with.
Whether your objectives are:
• Saving for retirement
• Traveling with family
• Sending your grandchildren to college debt-free
• Leaving a legacy to a beloved charity or your family
I am excited about working with you to help make those goals a reality.

My Unique Approach
Talking about finances can be stressful or intimidating, so...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2020 to Current
  • Baylor UniversityDecember 2014 to August 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Geneva CollegeMasters
  • Baylor UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Pets
  • Sports Enthusiast
  • Pickleball

Team Members

  • Tamara Tilton
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(484) 702-9311

Fax

(844) 778-0658

Office Address

2250 Baltimore Pike
Oxford, PA 19363opens in a new window

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