
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


Oliver has been with The Berry Group since 2013, serving clients in a variety of capacities while bringing strong initiative and commitment to his role as an Advisor. He provides financial advice and investment management to clients, in addition to assisting with daily operational tasks. Oliver became a CERTIFIED FINANCIAL PLANNER® professional in October of 2020. He enjoys challenging himself daily to learn more about the ever-changing world of financial planning.
After graduating from The College of the Holy Cross in 2012, Oliver held a variety of jobs around the country, including serving as a ranch foreman in Wyoming, repairing churches as a steeplejack throughout New England, and exploring the worlds of advertising and software sales in Greater Boston.
Oliver resides in Princeton, MA with his wife and two children. They travel as far and often as possible, but frequent the Adirondack Mountains where they enjoy fishing and hiking.
Dive into the latest insights from our expert team with our personal touch.

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...