George Boudreau
Oliver Wealth Management · Towson, Maryland
George Boudreau is a fee-only financial advisor at Oliver Wealth Management in Towson, Maryland. George charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Oliver Wealth Management |
|---|---|
| Based in | Towson, Maryland |
| Fee model | Ongoing planning fee |
| Assets under management | $340.4M across 1,390 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 8230962 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oliverwealth.com |
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Questions about George
Is George Boudreau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Oliver Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges an ongoing planning fee.
Where is George Boudreau based?
George Boudreau is based in Towson, Maryland.
What does George specialize in?
George's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). George works with retirees and pre-retirees.
Is George Boudreau registered with the SEC?
Yes. George Boudreau is registered as an investment adviser representative in MD and TX (CRD 8230962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oliver Wealth Management manage?
Oliver Wealth Management reports $340.4M across 1,390 accounts in assets under management.
How do I contact George Boudreau?
Through George's website, oliverwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oliver Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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