Corbin Oliver, CFP, AIF, RICP

Corbin Oliver, CFP, AIF, RICP Ever since I can remember I always had a knack for finance and knew I wanted to work directly with people.

We are here to help you become more MINDFUL of your finances, more INTENTIONAL about your future, and to establish GENERATIONAL wealth that will preserve your legacy. My lightbulb moment happened in 2010 at the Poole College of Management at NC State. While taking a personal financial management class, I discovered that I was learning financial planning principles I believed everyone should know.

It was at that moment I knew I wanted to pursue a career that allowed me to teach these concepts to people I care about. I believe through education and discipline financial independence is achievable for all. My vision is to see financial independence become commonplace in the world. My mission is the help my clients become better planned, prepared, and educated on how to make their money accomplish what they want it to. Whether you want your money to help you achieve financial independence, support your loved ones, see the world, experience all that life has to offer, leave the world a better place, maintain a comfortable lifestyle, (fill in the blank), I want to help. The feedback I consistently receive from my clients as to why they work with me is not because of our state-of-the-art strategies and subject matter experts. It is because I have a laser focus on what’s important in their LIVES. Over the years I have found that many of the things my clients want to pursue in their life require a strong financial foundation. I strive to make sure my clients’ future is never limited or constrained because they have not taken a step back to plan for it. At the same time, I want my clients to be able to squeeze the juice out of life because they have made exceptionally sound financial decisions along the way. I am a firm believer in the sentiment “live in the moment” perhaps best described by the words of Robert Hastings, “Regret and fear are twin thieves who would rob us of today,” in The Station. My purpose is to make sure my clients are making decisions with their money that bring them closer to achieving their goals while being able to focus on what really matters in life.

Grab some stylish shades just in time for spring!
02/18/2025

Grab some stylish shades just in time for spring!

01/27/2025
I hope it’s worth the wait… 🤞✨This grateful thread has taken me a while to get down to a digestible post without going o...
01/24/2025

I hope it’s worth the wait… 🤞✨

This grateful thread has taken me a while to get down to a digestible post without going on forever.

Every day I wake up and I am met with the most precious thing in the world next to me in bed. 🥹❤️

No, I’m not talking about Simba this time… 🐾

Every day when I get home, an extended hug 🤗 and loving kiss 😘 make all of my stresses and worries melt away. 🫠💕

Every day when we lose our breath in laughter 😂 over the goofiest of dances 💃🕺, songs 🎶, and antics 🤪, I smile fondly with the thought that we will let these good times roll for a lifetime.

Her smile brightens an entire room and my entire mood. 😊❤️

The love and care she shows to our beloved Simba 🐕 makes me beyond excited to start a family together. 👨‍👩‍👧‍👦💕

Her commitment to her patients as an eye doctor 👩‍⚕️, who genuinely cares about their well-being 👁️✨ and customizes all aspects of her practice to deliver the highest quality experience, has motivated me to take my business to the next level. 🚀📈

Her graceful and thoughtful communication has taught me how to express my thoughts and feelings in a conscientious manner that I’ve been able to share with others. 💬❤️

Her ability to artfully craft a healthy and delicious meal 🍳🥗 never fails to knock my socks off!

She has not only allowed me to be my true self 🫶 and love me for it,

she has made me the best version of myself who wants to get better and better every day for HER!

There’s nothing I love more in this life than listening to you 👂, showing up for you 🤝, making you laugh 🤣, and helping you succeed.

The joy that fills my heart when I do that is what makes me most grateful of all. ❤️

I love you Bianca Oliver, you are a super-hero! 🦸‍♀️💖

What’s the Secret Behind Building Intentional Wealth?🤔 🌟 Do you ever find yourself wondering how uber-successful people ...
01/08/2025

What’s the Secret Behind Building Intentional Wealth?🤔

🌟 Do you ever find yourself wondering how uber-successful people grew their wealth?

🌟 Or question how you’ll ever achieve financial independence?

Warren Buffett, the "Oracle of Omaha," is one of the greatest success stories of our time. Starting with a passion for investing as a young boy, he turned a paper route and small business ventures into the foundation of one of the largest fortunes in history.

💡 The Beginning:

At just 11 years old, Warren made his first stock purchase: 3 shares of Cities Service Preferred at $38 each.

By high school, he was earning the equivalent of $53,000 annually (adjusted for inflation) through ventures like selling chewing gum, delivering newspapers, and operating pinball machines.

🚀 The Growth:

Warren studied under the legendary investor Benjamin Graham at Columbia University, learning the principles of value investing. At 32, he took over a struggling textile company, Berkshire Hathaway, and transformed it into a powerhouse holding company.

💰 The Net Worth Today:

As of now, Warren Buffett's net worth exceeds $120 billion. But his wealth isn't just in numbers—it’s in his philosophy. He emphasizes the value of patience, frugality, and investing in what you understand.

🌎 The Legacy:

Warren has pledged to give away more than 99% of his fortune, setting an example for responsible wealth stewardship.

🌳 "Someone's sitting in the shade today because someone planted a tree a long time ago." – Warren Buffett

💼 How We Can Help You Build Your Wealth:

At Generational Wealth Partners, we understand that achieving financial independence and creating a lasting legacy starts with a plan.

Here’s how we guide you:

✅ Strategic Planning: We craft a personalized roadmap to help you achieve your financial vision.

✅ Investor Temperament: We help you stay disciplined and focused, even during turbulent times.

✅ Ongoing Support: As your partner, we’re with you every step of the way, ensuring your plan evolves with your life.

You don’t have to navigate the path to financial independence alone. Let’s work together to create the future you’ve always envisioned. 🌱

📩 Ready to take the first step? Schedule with us today to start building your legacy! https://calendly.com/coliver-2

🌿 Gratitude Thread: Finding Peace in Nature 🌞As someone who truly appreciates nature in all its beauty, I find it to be ...
01/02/2025

🌿 Gratitude Thread: Finding Peace in Nature 🌞

As someone who truly appreciates nature in all its beauty, I find it to be the perfect place to meditate on all those things in life I am most grateful for.

Whether it’s the rustling of leaves, the chirping of birds, or the quiet stillness of a sunrise

I spend time looking at all the things that most of us miss while we are going about our day and the busy schedules we have.

Nature gives me inner peace and has a way of reminding us how beautifully vast and interconnected the world is—and yet how small we are in the grand scheme of things. 🌍

🌲 My favorite escape? A multi-day hike through the trails of the Appalachian Mountains in NC, VA and TN. But even a quick lunchtime stroll outside can work wonders.

Step outside, breathe deeply, and take in the little details—the texture of a tree, the play of light on water, or the way the sun and air feels on your skin.

You’ll be amazed at the gratitude and peace that fills you afterward. 🌻

Take a moment today. You deserve it. 💚

Admittedly, I missed last week’s Grateful Thread on Thursday, so I will be making another one tomorrow to catch up.I got...
12/20/2024

Admittedly, I missed last week’s Grateful Thread on Thursday, so I will be making another one tomorrow to catch up.

I got a little carried away with the pictures here, but this dog just has so much personality that it’s hard to capture it all in any number of photographs 📸🐾

This gentle giant keeps me honest with morning runs 🏃‍♂️🌅

He keeps me sane with perfectly timed cuddles 🤗💖

He keeps me laughing with his inquisitive antics and contagious zoomies 😂⚡

He keeps me grounded with adventures in the outdoors that we both love 🏞️🌲

He keeps me headed in the right direction as my shotgun rider 🚗🐶

I am most grateful for the fact that he brought Bianca and me together and helped me propose 💍❤️

It’s hard not to be grateful for the simple pleasures in life when seeing it through the eyes of your best buddy 🦮✨

Your future is not just unknown—it is unknowable… 🌌Are you familiar with the Ship of Theseus? 🚢Ancient Greek writer Plut...
12/18/2024

Your future is not just unknown—it is unknowable… 🌌

Are you familiar with the Ship of Theseus? 🚢

Ancient Greek writer Plutarch described the practice of Athenians preserving the ship used by the hero Theseus by replacing its decaying parts one by one.

If every part of a ship is replaced, is it still the same ship? 🤔 Now, let’s turn that question inward.

Every day, through living, working, family, and the twists and turns of this beautiful thing we call life 🌍✨, we replace parts of ourselves—our thoughts and our habits. We will not be the same person years from now. Moment by moment, you are becoming someone new.

You will be a different person as you enter your retirement years from the person you are today. What you have is the opportunity to orient your ship 🧭 and head in the direction of the person you want to become and the life you want to lead.

As your Mindful Wealth Partner, we will work together 🤝 to help you intentionally take active steps toward crafting the person you want to become. While we make a financial plan today, adjusting it over time with life events and monetary gains is inevitable.

The ability to set yourself up financially to give you flexibility for the unforeseen and unknowable is priceless. 💰💡

Your future self may be older 👵👴, but with the right financial planning in place, you will have comfort and security you can't imagine today.

Your future self might not share your current dreams or values, but with the right choices, you will look back and say:

"Thank you." 🙏

Plan now. Be mindful. 🌟 After all, you're not just building a ship—you’re crafting a legacy.



"You are constantly becoming a new person," says journalist Shankar Vedantam. In a talk full of beautiful storytelling, he explains the profound impact of something he calls the "illusion of continuity" -- the belief that our future selves will share the same views, perspectives and hopes as our cur...

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8816 Six Forks Road Suite 301
Raleigh, NC
27615

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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