William “Bill” Oliver

ChFC

Amherst, New York

Virtual

In-Person

Specialties

Wealth ManagementFinancial PlanningTax Planning

About Me

I'm William "Bill" Oliver, ChFC®, a US Army veteran and founder of Mission76 Wealth Management.

I started this firm to do financial planning the way I'd want it done for my own family: clear, comprehensive, and grounded in a real relationship. My clients are individuals, families, business owners, veterans, and retirees who want one advisor coordinating the full picture, including wealth management, retirement planning, tax-efficient investing, insurance, and the long-term strategy that ties everything together. Good planning isn't about products or projections. It's about helping you make confident decisions today and adjusting the plan as life changes. That's what I'm here to do.

♥

Interests & Hobbies

Buffalo BillsBuffalo SabresGolfSnowboardingGuitarCookingCoffee & EspressoTravel Entrepreneurship Family & DogsHarley-Davidson Strength Training Leadership & Personal GrowthLive music

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Always free for clients.

Credentials

ChFC

Chartered Designations

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Disclosures

William I. Oliver is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Office: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226. Phone: (716) 276-1135.