Our Firm

Ollis Wealth Management LLC is an independent financial services practice located in downtown Mobile, Alabama. We offer retirement planning, estate planning, investment management, and tax strategies for individuals, families, and business owners across the Gulf Coast.

With over 30 years of experience, we help clients navigate their financial futures through personalized strategies designed to protect their families and achieve their financial goals.

Our approach is straightforward: understand your goals first, then build the plan around them. Investment management, retirement income, estate coordination, and tax strategy are managed together, because in real life they never operate in isolation.

What guides us

• Listen first, recommend second.
• Plain language and transparent fees.
• Long-term discipline over short-term noise.
• Close coordination with your attorney and CPA.

Resources for informed decisions

We believe understanding your options is an important part of financial well-being. Our educational resources offer perspective on retirement planning, investing, and protecting your family, helping you make informed decisions about your financial future.

Explore our financial insights or learn more about our retirement planning approach.