About Doliver Advisors

Founded in 1988, Doliver Advisors got its start pioneering one of the very first Closed-End Fund strategies.  Over the past three decades, the firm has evolved to deliver full-service wealth management for high-net-worth individuals, trusts, IRA’s, estates, partnerships, foundations, 401k’s, and others across a variety of distinct and highly specialized strategies.

Personalized service to make you feel like family.

  • Customized Portfolio Management
  • Asset Allocation
  • Financial Planning
  • Enhanced Risk Management
  • Individual Retirement Planning
  • Corporate 401(k), Cash Balance, and Defined Benefit Plan Advisory
  • Wills and Estate Planning; Probate
  • Asset Organization and Consolidated Reporting
  • Personal Family Office Services
  • Access to Our Network of Vetted Service Providers, Strategic Partners and Alternative Investments