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Services

Take Your Wealth Further

At Olive Harbor, we help you plan, grow, and protect your wealth with strategies tailored to your goals. From business owners and young professionals to investors and those planning early retirement, we provide clarity, structure, and guidance to help you make confident financial decisions today—and for the future.

With Olive Harbor, you’re not just preparing to move forward—you’re building a stable path for what comes next.

Retired Couple Sitting by a Lake

Early Retirement

Starting early creates greater flexibility, confidence, and options for the future.

Young Business Man on the Phone

Investment Management

A disciplined, long-term approach to managing your investments.

2 Young Businessmen

Financial Planning for Young Professionals

Smart Planning for Early-Career Success.

3 People in Business Attire

Business Owners

Connecting Your Business to Your Personal Financial Goals.

WHO WE SERVE

Planning, Consulting, and Strategizing

Start your financial journey today

Take control of your financial future with confidence. Start your journey today and build a plan that grows with you.

Owner Michael sitting by the computer

Owner Michael sitting by the computer

Michael Palmer

Owner, Financial Planner

MSFP, CExP ™, RICP®

Owner Joe smiling

Owner Joe smiling

Joe DeLisi

Owner, Financial Planner

CFP®, ChFC™, CExP™

Meet the team

Experts Focused on Your Outcomes

Start Your Financial Journey Today

Schedule a conversation to learn how our team can help support your financial planning needs.

Check the background of this investment professional on FINRA's Broker Check.

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