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