Brett Oley

Brett Oley, a Co-Founder & Managing Partner of Oley Kinser Concierge Wealth, has built his advisory career on providing holistic wealth management -- creating customized, comprehensive and thoughtful plans and professional money management solutions. Trustworthy and knowledgeable, Brett's early fascination with finance, entrepreneurship, and stewardship has led him to build a team at Oley Kinser Concierge Wealth that works together to guide and educate families on ways to optimize their financial growth potential and preserve their wealth for the future. He specializes in helping business owners, retirees, families, and divorced individuals.

Brett graduated with a Bachelor's Degree with a double major in Finance and Management (New and Small Business Concentration) from Georgetown University in 2004 and earned an MBA from the University of Florida at Gainesville in 2013. An Accredited Wealth Management Advisor, Chartered Divorce Financial Analyst, Chartered Retirement Planning Counselor, and a CERTIFIED FINANCIAL PLANNER™ practitioner, Brett holds Series 7, 9, 10, 31 and 66 securities licenses and is also life, health and variable annuity insurance licensed.

In 2020, Brett also co-authored (with business partner Ryan Kinser) the book “Pillars of Planning: An Essential Guide to Help Grow and Protect Your Wealth.” The book covers an array of wealth management topics – providing value-added knowledge to the reader. Brett hails from Vermilion, Ohio, a suburb of Cleveland situated on the south shore of Lake Erie. A Florida resident since 2006, Brett and his family live in Naples, Florida. Beyond time with family and friends, Brett enjoys exercising, reading, fishing, traveling, and always learning new things!