Broker Check
Stephen A. Oliver, CWS®, CRPC®, AIF®

Stephen A. Oliver, CWS®, CRPC®, AIF®

Founder

Stephen has provided comprehensive wealth management and financial services for over 24 years.  In 2005 he founded Manhattan Ridge Advisors and maintains offices in New York City, Bedminster, and Princeton.  Prior to starting Manhattan Ridge Advisors Mr. Oliver served as Managing Director and Branch Manager for Montauk Financial Group in New York City and as Senior Vice President for Montauk Capital Markets institutional division for five years.

Stephen’s practice offers solutions for wealth management, income planning and retirement services.  He is currently a speaker for the “Money Matters” series, an educational campaign underwritten by The McGraw - Hill Company. Stephen has been a member of the Board of Governors for Youth at Risk in New York City and is the former President of New Jersey National Golf Club in Basking Ridge, New Jersey.

Stephen has a passion for education and service excellence in retirement planning and the qualified plan industry.  His professional designations include: Registered Financial Consultant (RFC), Accredited Investment Fiduciary (AIF®), Chartered Mutual Fund Counselor (CMFC®), Certified College Planning Specialist (CCPS®), and the Certified Wealth Strategist (CWS®).

Stephen currently lives in Basking Ridge, NJ with his wife and three children