Olive Creek Investments, LLC is a prestigious financial service firm

We are providing small business owners, physicians, executives, affluent families and individuals with a limited range of services and products. At OCI, LLC we individually tailor your plans to help meet your financial needs now and in the future in order to achieve further financial security.

Our philosophy is to provide personalized and professional financial services.

Our mission is to grow, sustain and make assets predictable using the newest techniques.

We build trust based on our advice, communication, and competency on our products and services.

We understand your mission as an individual, professional, entrepreneur, and business owner; you spend countless hours devoted to your business, career, and retirement. Finding time to devote to your own financial matters might be difficult even if you have the expertise. Your retirement, career and business demands most of your energy on a daily basis our team can offer comprehensive solutions so you can plan to live well.

You can live life with more predictability.

Olive Creek Investments, LLC is here to help you grow, protect, and sustain what you’ve worked so hard to achieve. In a world full of unpredictability, we strive to bring certainty to your life.

The way we save, invest, and plan needs to evolve.

Our world is changing every day; a company pension is now the exception, not the rule, and reaching your 90th birthday isn’t unusual. We have reached a historic point where the Baby Boomers are retiring, the Xers are worried about paying for college and saving for their retirement, and the Millennials… As your needs change and the years quickly pass, the way we prepare for the future must evolve.

We help you protect what you’ve earned and ensure it lasts.

Olive Creek Investments, LLC can properly address your needs. We specialize in asset protection, cash flow management, tax planning, income planning, employee retention, insurance, premium financing, and finally, succession planning as all are important needs.

Our products ensure you a secure financial future.


Your retirement income and estate legacy can benefit tax-free.


Ensure you and your loved ones are protected now and in the future.


Make your retirement predictable with tax-free income and your estate legacy.

With Olive Creek Investments, LLC you can enjoy the confidence of knowing you have a trusted source for tailored financial advice. We look forward to working with you no matter what stage of life you are in. It our hope that you find us to be a truly unique financial boutique thinking out of the box, providing you with customized white glove service. Don’t delay, let us start today to secure your financial future.

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Business Hours

Mon - Fri: 8:00am - 5:00pm
Weekends: By appointment