A complete list of active advisors currently associated with Olhoeft Financial, LLC
Warmer can help you find a great advisor at Olhoeft Financial, LLC or one who fits your needs even better.
Olhoeft Financial provides financial planning, asset management, and related tax and accounting services to wealthy families, business owners, high‑net‑worth investors, and select institutional or charitable entities, with service offerings that explicitly include philanthropic planning (donor‑advised funds and private foundations). The firm combines comprehensive planning across investments, estate, retirement, and tax areas with bookkeeping, tax preparation, and accounting through an affiliated CPA practice. Investment management is conducted primarily on a non‑discretionary basis; portfolios are constructed as balanced, low‑cost, globally diversified allocations using core and asset‑class funds provided primarily by Dimensional Fund Advisors, with asset allocation treated as the primary determinant of expected returns. Rebalancing is implemented to maintain target risk profiles (typically allowing a 5–10% buffer around targets), and the firm does not accept discretionary trading authority or participate in wrap fee programs. Noteworthy features include the formal affiliation with a CPA practice — with the firm’s principal devoting a material portion of time to accounting and tax work — and a deliberate emphasis on philanthropic and charitable organization clients, including experience with private foundations. The firm manages a modest number of client relationships with roughly $81.6 million reported on a non‑discretionary basis, handles occasional trust or institutional‑type accounts, and maintains policies to limit conflicts when providing both advisory and accounting services.
To learn more about the advisors currently working at Olhoeft Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Juan Capistrano, CA
| 19
|
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