A complete list of active advisors currently associated with Olsen Family Financial, LLC
Warmer can help you find a great advisor at Olsen Family Financial, LLC or one who fits your needs even better.
Olsen Family Financial serves individuals, families, and trusts — including both high‑net‑worth and non‑HNW households — and lists specialties such as small business owners, real‑estate investors, military service members, pilots, and medical professionals. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, managing about $14 million across 46 client relationships through a three‑advisor team and providing both bundled planning/IMS and stand‑alone services. The firm’s investment approach emphasizes strategic asset allocation implemented with low‑cost index funds and ETFs, documented Investment Policy Statements, and periodic rebalancing, with tax considerations incorporated into security selection. OlsenFF typically manages taxable and retirement accounts through third‑party custodians on a discretionary basis and incorporates employer retirement plans and rental real estate into clients’ broader financial plans. Compared with peers of similar size, the firm discloses a small number of atypical institutional relationships — including banking/thrift, insurance, state or municipal government, other adviser, and sovereign‑wealth‑type accounts — and offers public educational seminars plus a G2 Pathfinder program for adult children of clients, which is uncommon for a small advisory practice. The advisory team’s continued military service and advanced professional credentials (PhD, CFP, ChFC, MBA) are referenced in the firm’s disclosures and help explain its emphasis on education and client coaching.
To learn more about the advisors currently working at Olsen Family 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.
You can also browse Olsen Family Financial, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
St. Petersburg, FL
| 2
| |
Oakton, VA
| 10
| |
Peachtree City, GA
| 6
|
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