About Us » Michael Olivia
Certified Exit Strategist
Certified Financial Planner
About our firm

Advanced Wealth Planning and Business Exit Strategies

We believe in a simple, straightforward approach to help our clients
maximize their net worth and achieve their financial goals.

Our Vision

We provide a comprehensive planning solution for business owners, their families and key executives. We have a systematic process that drives results, increases business valuation and maximizes personal net worth. We work with decision makers who are open, coachable and intentional about developing their business, executing an exit strategy or optimizing the accumulation, distribution and preservation of their personal wealth.

Potential Clients

Learn more

Our practice was founded by building long-term relationships with our clients. We are here to provide service, advice and consult that impacts the lives of our clients and their families. We work with business owners, high net worth professionals and professional athletes who are coachable, growing and have strong family values.

Potential Partnerships

Learn more

To create a comprehensive plan for our clients, we work with teams of business attorneys, property and casualty agents, health insurance brokers, estate planning attorneys, CPAs and tax advisors.

We provide comprehensive planning solutions for business owners, their families, and key executives.

We have developed a systematic process that drives results, increases business valuation and maximizes personal net worth.

Business Exit Planning

The goal of most business owners is to successfully transition their business, capitalizing on their life’s hard work. We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax efficiency strategies.

Learn more Download PDF

Personal Wealth Planning

Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We have built our practice around our clients, focusing on their interests and building relationships that endure market cycles and generations.

Learn more Download PDF

Wealth Management Solutions

Learn more

Business Continuity Planning

Learn more

Advance Estate Planning Solutions

Learn more

We work strategically and methodically to implement a plan that fits our client’s long term objectives.

Our mission is to provide strategies that optimize cash flow, enhance business valuation and promote the accumulation and preservations of personal net worth.

Identify
How We Work : Phase 1

We like to know who our clients are – we start with a discussion around their hopes, dreams and threats regarding their future. As our clients progress through our process we look to eliminate concerns and align their ambitions with their finances.

How We Work : Phase 2

Many of our clients have worked with financial advisors and implemented financial products. Typically, these financial products accrue throughout time and lack an overarching strategic plan. We perform a financial audit and provide a second set of eyes to evaluate inefficiencies and overexposure to risk, liability, taxes and market volatility.

Evaluate
Implement
How We Work : Phase 3

Developing a financial plan is only the first step. We follow through with our clients and ensure their plan has been implemented on every level.

How We Work : Phase 4

We continue to work with our clients long after our initial strategy session. We systematically review our strategy and monitor our progress so that we maintain alignment with our financial objectives.

Review & Monitor

Meet the Team

Financial Planning requires expertise, integrity and a dedicated team.

Michael Olivia

CFP, CExP, NFLPA

Mike Olivia is known as a premiere Exit Planning Professional with his in-depth knowledge and application of the Seven Step Exit Planning ProcessTM and ability to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning and establishing wealth preservation.

Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

Michael Olivia

CFP, CExP, NFLPA
  • Michael Olivia has been recognized in the national media as Advisor Today’s prestigious “Four Under Forty” in 2010, an honor awarded to 4 out of 100,000 nominated Financial Service Professionals.

Licensing Includes:

  • CFP®
  • CExP™
  • NFLPA Registered Financial Advisor
  • Registered Investment Advisor
  • Property & Casualty licensed
  • Life, Health, Accident and Variable Annuity licensed
  • Series 6, 7 and 66 licensed
Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

William Combs

Investment Advisor Representative

Bill Combs specializes in wealth management, portfolio analysis and client relationships. His unique ability to take complex investment management decisions and communicate them clearly to our clients helps us to provide comprehensive solutions that identify portfolio exposure and volatility by performing a structural, diversification and cost analysis of investment holdings.

William Combs is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

Lisa Bertoncin

Executive Assistant

Lisa Bertoncin, Executive Assistant, began working with Mike in early 2012. Lisa is integral in coordinating and overseeing office administration while providing an extensive level of support to the entire Olivia Team. A graduate of Montclair State University with her Master’s degree from New York University, Lisa feels a strong alignment with the WestPac Wealth Partners vision and is dedicated to both the team and the clients with whom she interacts with daily.

Pat Thebus

Compliance Officer

Pat is a “Guard Dog” at heart.  He was recruited to Westpac in March 2013. When not operating as the Chief Operating and Agency Control Officer of Westpac, Pat and his wife, Karin raise, train and rescue German Shepherds.

His credentials and designations include MSFS, CFP, ChFC, CLU and LUTCF. He is a Registered Principal of Park Avenue Securities, LLC. Pat’s career started as fee only CFP in 1989. Later, he spent 10 years at AXA, rising to Divisional Vice President, followed by 10 years of consulting to Merrill Lynch and UBS on Insurance based solutions in the Business/Estate Planning markets.

Pat and Karin are very proud of their 3 adult children and are expecting their 2nd grand child shortly.

Pat Thebus is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

Newsletter Signup