A complete list of active advisors currently associated with Olson Economics, LLC

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Olson Economics, LLC advises individuals and trusts, offering financial planning and portfolio management tailored to each client's circumstances. Services are provided under written agreements and billed on an hourly, fixed‑fee, or percentage‑of‑assets basis, with financial planning engagements commonly framed as a 12‑month engagement. The firm emphasizes a conservative, long‑term investment approach that favors buy‑and‑hold allocations to mutual funds and index funds and relies on third‑party research and financial‑planning analysis. Portfolio management is provided on a primarily non‑discretionary basis—the firm makes specific recommendations and implements transactions only with client approval—and accounts are reviewed at least annually or as client circumstances change. Distinctive features include an affiliation with an active accounting practice: the firm’s principal allocates roughly half of their time to CPA/PFS work, and some accounting clients may also engage the advisory services with separate billing, which the firm addresses through its Code of Ethics and disclosure. The firm’s predominately non‑discretionary asset base (about $25.6 million managed on a continuous non‑discretionary basis) and its solo, integrated accounting/advisory model set it apart from peers that more commonly manage discretionary portfolios.

To learn more about the advisors currently working at Olson Economics, 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.