Barry W. Oliver


“After-tax dollars are the only kind you can spend. That’s why we integrate tax planning and wealth management services. All of us, myself included, wanted to have that kind of major impact helping clients tie all the significant pieces together.”

Phone: (925) 280-5742

Barry became a partner of our affiliated firms in 1994. He dedicates his attention to helping clients simplify their financial lives and challenges, and make smart decisions with their money. He is also the editor of Doctor’s Report, our monthly planning newsletter for the dental and medical community.

Prior to joining our affiliated firms, Barry served as a tax manager in one of the “Big Six” firms. He has co-authored numerous articles to help medical and dental professionals and other high-net-worth individuals grow and manage their wealth.

Barry holds a bachelor’s degree from Brigham Young University. When he’s not enjoying hiking and exploring in his “backyard” of Mount Diablo, Barry enjoys reading books on early U.S. history and (not surprisingly) investing.

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