Okos Tanácsadó

Okos Tanácsadó provides strategic financial advice and wealth planning for business owners, company leaders, and individuals. Led by financial adviser and wealth planner Domokos Olivér, the service focuses on bringing business interests, personal assets, key employees, and long-term goals into a considered financial plan. Its approach begins by understanding each client’s circumstances and objectives, identifying opportunities and risks, and developing tailored solutions, with support through implementation and ongoing maintenance.

The five main service areas are company ownership protection, deliberate wealth building, wealth management, key employee retention, and employee health insurance. These services address questions such as protecting a business if an owner’s circumstances change, turning company value into personal wealth, managing assets already accumulated, and supporting the retention and wellbeing of important employees.

The site describes more than 20 years of experience supporting financial decisions and emphasizes broad, independent-minded planning rather than reliance on a single product. Okos Tanácsadó also offers a financial knowledge resource, newsletter updates, and a complimentary consultation to help clients assess their financial, wealth, and ownership priorities.