A complete list of active advisors currently associated with Olson Consulting LLC

Warmer can help you find a great advisor at Olson Consulting LLC or one who fits your needs even better.

The firm primarily serves physicians and other individual clients, providing standalone financial planning sessions, ongoing planning engagements, and business-owner planning tailored to physician practice owners. It offers portfolio management for individuals alongside planning services and allows clients to accept or reject recommendations and to impose reasonable investment restrictions. The firm’s investment approach emphasizes passive, diversified, balanced, buy-and-hold strategies, generally recommending index mutual funds and ETFs and incorporating tax-aware considerations. It operates on a fee-only basis and bills clients through flat or periodic fixed fees rather than a percentage-of-assets model, with discretionary management available and regular account reviews. Noteworthy features include an educational website and podcast aimed at medical professionals; the brochure discloses that certain professionals pay to advertise on that platform, creating a potential conflict of interest. The firm also discloses a prior disciplinary event—a state securities department censure and monetary penalty related to suitability documentation—and emphasizes specialized services for physician practice owners (entity evaluation, compensation analysis, exit planning, tax planning, and incentive account design).

To learn more about the advisors currently working at Olson Consulting 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
Tyler Olson	Manchester, CT	17

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