Julia Lorenz Olson is a financial advisor at Solstice Wealth in Austin, TX, holding a Series 65 designation with one year of industry experience. She has previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth serves individual and high-net-worth clients by providing portfolio management, oversight of outside managers, and comprehensive financial planning that includes retirement, estate, tax, college savings, cash-flow, and business planning. The firm emphasizes passive management through diversified index funds and ETFs, managing most assets on a non-discretionary basis while integrating digital platforms like Altruist and Betterment Institutional for model implementation and account support.

Philip Olson is a CFP® with 12 years of industry experience, currently serving as an advisor at The Art of Finance LLC in Austin, TX. He has been with the firm since 2015. The Art of Finance is a two-advisor registered investment adviser that provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs and typically manages client assets on a non-discretionary basis, allowing clients to retain final authority over investment decisions.