ABOUT

I work hard every day to earn your trust. That’s why I’m so proud to work with an independent boutique firm known for its trustworthiness. On behalf of every client, I strive to build a personal and successful relationship that puts your interests first.

I offer you and your loved ones personal, goal-based advice and a broad array of investments and solutions.

There's only one investment plan. Yours.

J. Trent Olney

SIPC

FINRA

Broker Check

California Consumer Privacy Act

Growing up in Rome, Georgia, I have always loved connecting with people. I take great pride in assisting those in our community with their financial journeys. I thrive on the intricacies of finance, working hard to develop customized financial plans that suit each person's unique needs. Engaging with new clients enriches my experience and enables me to make a meaningful difference in their lives. Together, we can pave the way for a brighter financial future.