Broker Check
Michael Oleary

Mike is the owner and one of the founders of Family Financial Goals. He first entered the financial industry in 1994 when he began working at Mass Mutual, and he became an independent advisor in 2009. At that time, Mike was working with a financial advisor himself, who was helping him save for his personal goals, including his son’s education and his own future retirement. That financial advisor asked Mike if he’d be interested in helping his clients after he retired. Mike said yes, and he’s never looked back.

There’s nothing more satisfying to Mike than seeing a client’s excitement and appreciation when he’s helped them reach their life goals. He deeply values the relationships he builds with his clients and the trust they place in him to guide them through some of life’s most important decisions. Mike strives to place himself in each client’s shoes as he listens to their fears, concerns, and hopes, so that he can provide the best personalized advice for every circumstance.

Mike grew up in a family that taught him God would always provide—but he also believed that God would help those who helped themselves. That’s why he started working at just 10 years old, earning extra income by shoveling snow, delivering newspapers, and mowing lawns. He studied at Rutgers University in New Brunswick, NJ, and went on to receive his CLU, ChFC, and CASL. He is also a member of Ed Slott’s Master Elite IRA Advisor Group, and has been since it’s first year of formation

Mike has been married to his wife, Barbara, for 40 years, and they have 3 adult children that remain close by. He enjoys playing golf with Barbara and his siblings, and he’s an avid collector of sports memorabilia—especially Philadelphia teams. He also loves singing with his sons, in the church choir, and in the shower, and he’s happy to say that his showerhead has never given a word of criticism.

He considers his wife to be his copilot in life, and Barbara accompanies him on most of his trips around the country to visit his clients. They enjoy travelling together and seeing historical landmarks and other beautiful sites on their journeys. Together, they are very active in their local church, the Incarnation Church of Mantua, and help to counsel local couples on the complexities of marriage, communication, and finances.

Mike’s primary goal is to simply be a valuable resource, not only to his clients but to all those around him, and to be a friend that others can trust.

https://calendly.com/michael-oleary