Our Mission & Values

Our Mission

Dave Olivieri and the O&R Partners team's mission is to help protect and grow the assets you have, uncover and grow assets you have yet to discover, and offer solutions tailored specifically to your needs; providing you with a firm financial foundation, one that you and your family can enjoy and pass on to the next generation.

Values

At O&R, our values are our cornerstone. There is a rare tranquility knowing we make a contribution for people who need our service and creativity; that is why it is so important that we perform our work and conduct ourselves every day by the following standards to make our client's experience not only pleasant, but memorable:

Service

Go to extraordinary lengths to satisfy and delight our clients and do everything possible to create strategies . Do what we say we will do, when we say we will do it and be positive, available, and honest. Always inspire to work tirelessly in the very best interests of our clients, our company, our partners, and the financial services industry. We do a lot more for a lot less and take pride in that fact.

Care/Loyalty

Care for our clients and their loved ones as if they were our own. Stay committed to our clients, for their needs and wants must come first before anything else.

Support

Treat everyone like family not just a valued client. Assist in any way possible in order to work towards improving current and prospective client's lives.

Trust

Tell the truth and strive every day to act in such a way that we are worthy of our client's trust.

Courage

Be accountable in every situation. If a mistake is made, have the courage to own it, correct it, and communicate it.