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Our Team – Derek

OUR DEDICATED TEAM

Derek Oliphant

Investment Advisor

Derek Oliphant is a respected investment advisor known for his skill in helping clients achieve financial independence. Originally from Pennsylvania, Derek kickstarted his career by graduating from Penn State University with a degree in Economics and a business minor. Seeking fresh challenges, he headed to North Carolina to dive into the world of Financial Services.

Early in his career, Derek focused on assisting educators with their 403(b) plans at Equitable. There, he fine-tuned his ability to offer customized financial solutions tailored to their specific needs and goals. Now part of the Forthright team as an investment advisor, Derek brings a wealth of experience and a strong dedication to his clients’ success. Driven by his genuine concern for their financial health, Derek works hard to craft personalized strategies aligned with their long-term objectives.

Derek cherishes spending time with his wife and two dogs. When he’s not busy with financial planning, you’ll likely find him on the rugby field, competing in a men’s league, or enjoying a round of golf to relax and stay active.

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