Olivestone Partners Olivestone Partners
About Olivestone

Built by practitioners.
Not consultants.

We help advisory firms build financial planning organizations that strengthen client relationships, develop exceptional talent, improve profitability, and create enduring enterprise value.

Our Story

Clients don't invest to watch their portfolio go up and down.

They invest for what their wealth makes possible.

We spent our careers building financial planning organizations known for industry-leading technical depth, but the real opportunity was what exceptional planning could do for the firm. Strategic planning generated profit, helped advisors differentiate in competitive situations, and turned sophisticated planning into the firm's competitive advantage—and into a key reason prospects chose the firm.

Behind that simplicity were rigorous processes, procedures, data standards, education, and execution that allowed advisors to identify opportunities consistently and communicate them with confidence. We founded Olivestone to help firms build all of it—and turn exceptional planning into the reason your firm wins clients.

Our Experience

We do more than recommend change,
we make change happen.

Our experience was earned building and leading financial planning organizations from the inside. We turn strategy into execution—and leave you with a business, not a binder.

What Makes Us Different

The strongest organizations are built beneath the surface.

Like an olive tree, an enduring planning organization is shaped as much by what cannot be seen as what can: its structure, leadership, talent, systems, and culture. We help firms turn those foundations into a competitive advantage—one that attracts exceptional talent, strengthens client relationships, supports profitable growth, and continues creating value long after our work is done.

We build. We work alongside leadership teams to design and implement lasting capabilities, not simply deliver a report.
We think like owners. Every recommendation is evaluated through the lens of growth, profitability, talent, and long-term enterprise value.
We simplify complexity. We help firms create clarity, consistency, and scale without adding unnecessary process or bureaucracy.
We measure outcomes. Success means stronger relationships, better talent, greater operational leverage, and more profitable growth.
Olivia Zaiya
Partner

Olivia Zaiya, JD, MBA, CFP®

Olivia has built her career doing what Olivestone helps firms do today: turning sophisticated financial planning into an organizational capability that drives better client outcomes and stronger firms.

Olivia practiced as a corporate attorney in Texas, where she focused on complex business sales and tax-mitigation strategies. Her experience spans tax, corporate finance law, advanced planning, and wealth management, including a focus on business liquidity events, building financial planning and estate planning departments, and overseeing advanced wealth planning for high- and ultra-high-net-worth families. That breadth gives Olivia a rare perspective on both sides of the equation—what exceptional planning looks like for a client and what it takes to build the people, processes, and infrastructure to deliver it consistently at scale.

Education J.D., Syracuse University M.B.A., Syracuse University B.B.A., University of San Diego Executive Financial Planner Advanced Certificate, San Diego State University Certified Financial Planner®
Greatest Professional Compliment "Olivia can make estate planning sound interesting. It may be her most niche party trick."
Greatest Professional Insult "Unfortunately, Olivia is also a lawyer."
Our Perspective

In an era of fee compression and AI-driven advice, planning is becoming the differentiator. Done right, it deepens relationships, grows assets, drives referrals, and creates bigger opportunities.

Build What Lasts

Strong planning organizations are built intentionally.

Whether you are creating a planning function, developing future leaders, or transforming planning into a growth engine, Olivestone can help.

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