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Barry Oliver

Barry Oliver

Partner at Capital Performance Advisors LLP

Walnut Creek, CA , United States

About

Barry W. Oliver is a Senior Wealth & Tax Advisor at Thomas Doll in Walnut Creek, CA, a firm now branded as part of Earned Wealth and renowned for its specialized financial services for physicians and dentists. In this role, he provides holistic wealth management, integrated retirement, and advanced tax-planning strategies, focusing specifically on the unique needs of healthcare professionals, medical practices, and dental practices.

Before joining Thomas Doll in 1994, Barry was a Tax Manager at Ernst & Young, where he honed his expertise in advising high-net-worth individuals and professionals. He is a CPA and has also served as a member of the ADCPA, highlighting deep experience in both tax and financial planning for healthcare clients.

Barry holds a Bachelor of Science in Accounting from Brigham Young University and is recognized for co-authoring articles to help medical and dental professionals build wealth. He has helped guide Thomas Doll to manage nearly $1 billion in assets as of recent industry surveys, earning a reputation for simplifying the complexities of financial planning for professionals in the medical and dental fields.

Career History

OrganizationRoleDate RangeDetails
Thomas DollPartnerJan 1994 to Present
Helping families make smart decisions about money.
ADCPA memberMemberJan 2002 to Jan 2012
Ernst & YoungTax ManagerJan 1991 to Jan 1993
Arthur AndersenTax ManagerJan 1987 to Jan 1991

Education

Brigham Young University

BS, Accounting

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