Retirement Planning
We help you define what retirement looks like, then build the savings, income, and distribution strategy to fund it, including Social Security timing and withdrawal sequencing.
Learn More
Planning for the Retirement You've Earned
A clear, disciplined roadmap for turning a lifetime of saving into a dependable stream of income.
View More
Protecting Your Legacy, Not Just Your Assets
Estate strategies that keep your wishes clear, your beneficiaries aligned, and your family prepared.
View More
Investing With Purpose and Discipline
Portfolios built around your goals and tolerance for risk, not the headlines of the day.
View MoreOur Solutions
Estate Planning
Preserve and transfer what you've built. We coordinate with your attorney and CPA to align your assets, beneficiaries, and documents with your wishes.
Learn MoreInvestment Management
A disciplined, risk-aware approach to portfolio construction, diversified, cost-conscious, and aligned with your time horizon and long-term objectives.
Learn MoreTax Strategies
Tax-aware planning across every stage, from accumulation through distribution, designed to help you keep more of what you earn and grow.
Learn MoreWhy Choose Ollis Wealth Management?
Families across Mobile, Alabama and the Gulf Coast work with us for clear advice, coordinated planning, and a local advisor who answers the phone.
Independent
We are not tied to proprietary products, so recommendations start with your goals.
Fiduciary-minded
We aim to put your interests first and explain how we are paid in plain language.
Local to Mobile
Our office is on St. Francis Street in downtown Mobile. Meet in person or online.
Coordinated With Your CPA and Attorney
We work alongside your tax and legal professionals so every part of the plan fits.
Recent Insights
Market Commentary
Emerging Markets: Look Beyond Chips and Memory
The AI boom has lifted emerging-market stocks, but a handful of companies now drive most of the gains. Here is why breadth matters.
Planning Insights
Why 401(k) Plan Sponsors Need More Than an Advisor
Lawsuits and enforcement are rising. For business owners who sponsor a 401(k), how the advisory relationship is structured matters more than ever.
Our Firm
Ollis Wealth Management LLC is an independent financial services practice based in downtown Mobile, Alabama. With over 30 years of experience, we help individuals, families, and business owners across the Gulf Coast protect their families and achieve their financial goals through personalized retirement planning, estate planning, investment management, and tax strategies.
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.
More About Our Firm
Ready to talk about what's next?
Schedule a no-obligation conversation with our team.
Schedule a ConversationOr call (888) 803 3246