Caden Tolman

About Caden Tolman

I craft robust strategies built to withstand the test of time and all that\'s thrown at it specifically built for individuals and small businesses. Helping them optimize their protection and build a source of wealth to support those they care about as they navigate the path toward financial security and retirement income. I partner with families, and business owners. Utilizing their trusted advisors, including CPAs, and business and estate planning attorneys, I perform my work as a collaborative unit to expand on strategies they may have already implemented. My process starts with a discovery meeting to get to know one another and how I may be of assistance. If there is a fit, we\'ll sit down and address the greatest \'What If\' questions: What if I run out of money before I Die? What if my Health drastically diminishes? What if the Market drops? What if I can’t keep up with Costs going up? From there we will begin to formulate and put into action plans and strategies. When people take the initiative to prepare and build a foundation for effective planning and decision-making, they build a retirement where legacy goals can be achieved.\'The best time to plant a tree was 10 years ago, the second best time is today!\'. My youth may show through but that doesn\'t stop my ability and drive to be an ever-learning force for change. Being a part of a team means you\'ll get someone that won\'t retire before you do, and still has the experience and guidance of half a century at their disposal. My team and I will make sure that we are your guides in life\'s ever-changing environment and that your goals become our own. Having been immersed in the world of entrepreneurs and dedicated business owners throughout my life, I deeply understand the sacrifices and unwavering commitment it takes to champion the cause of goodness. If you\'re reading this you\'ve probably been recommended by someone you know and trust, developing your own opinion. I don\'t know about you but I take trusted recommendations seriously. Send me a LinkedIn message or email (c••••@overlandadvisors.net) with your number and I\'ll reach out!

Experience

1. Syndication & Equity Advisor

   Overland Advisors

   Aug 2024 — Present · Lehi, UT, US

   Overland Advisors is a modern financial advisory firm built for those who want more than just a stock portfolio. We specialize in self-directed IRAs and 401(k)s, helping clients invest in real estate and alternative assets—the same strategies the ultra-wealthy have used for decades.Our approach starts with your goals, not a product pitch. Whether you want to build generational wealth, create passive income, reduce taxes, or plan a business exit, we design a strategy that fits your life. From real estate investments to holistic financial planning, we help you put your money to work with purpose, control, and confidence.

Education

• Brigham Young University - Idaho

  BS - Business Management