Our Heart

Olivia [oh-LIHV-ee-uh]

Derives from the Latin name meaning “olive tree“

Known for its longevity, abundance, and deep, resilient roots, the olive tree holds special meaning for our family practice.

Lasting. We strive to build lifelong relationships with our clients and the generations that follow.

Abundant. We believe it is never too late to grow a meaningful legacy—one measured in far more than financial wealth.

Deeply rooted. The strongest plans begin with your family’s values and are built to weather every season.

Because good things grow when we grow them together.

  • Line drawing of a large tree with a thick trunk and sprawling branches and leaves.

    Lasting

    One of the oldest living olive trees in Crete, Greece is confirmed to be at least 2000 years old

  • Illustration of an olive branch with two olives and leaves. Comparing the longevity of the olive tree to Olivia Wealth Management's care for their clients.

    Prolific

    Even at thousands of years old the olive tree continues to produce fruit abundantly

  • A drawing of a plant root with multiple branching roots. Displaying how deep of a connection Olivia wealth management strives for with their clients.

    Indestructible

    Their systems are so robust; they are capable of regenerating even when the tree may seem completely destroyed

Our Team

  • Black and white photo of James Anadon. The Founder and Lead advisor for Olivia Wealth Management.

    James Anadon

    FOUNDER | LEAD ADVISOR

    MORE
  • Black and white portrait of Letty Anadon. Operations manager for Olivia Wealth Management.

    Letty Anadon

    OPERATIONS

    MORE

You belong here. Let’s connect.

Book a consultation