Olson Tax & Financial Planning

Olson Tax & Financial Planning provides personalized financial planning, investment management, and tax preparation for individuals, trusts and estates, nonprofit organizations, pension and profit‑sharing plans, and small business entities. The firm operates as a fee‑only adviser and offers tax return preparation and related tax planning as an integrated part of its services.

The firm documents client goals with investment policy statements and implements a strategic core‑and‑satellite asset allocation that emphasizes low‑cost mutual funds and ETFs, global diversification, and periodic rebalancing while avoiding market timing. It typically implements approved strategies under limited discretionary authority and relies on qualified custodians to deliver account statements directly to clients.

Noteworthy features include the explicit integration of tax preparation into advisory work — the brochure notes tax services are seasonal but represent about half of the firm’s annualized time — and a small, principal‑led practice that, as of December 31, 2023, managed approximately $25 million for a limited number of clients. The firm’s client mix, which includes pension/profit‑sharing plans, charitable organizations and small businesses in addition to individuals, reflects a broader organizational client base than is typical for many independent single‑advisor firms.