A complete list of active advisors currently associated with Olson Wealth Management

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

Olson Wealth Management provides ongoing portfolio management, financial planning, and periodic educational seminars and workshops to individuals, high‑net‑worth clients, and corporations or business entities. The firm typically implements portfolios using exchange‑traded funds and may use other securities to help diversify client accounts. The adviser documents client goals, tax considerations, and risk tolerance in an Investment Policy Statement and generally seeks discretionary authority to implement those plans, with monthly internal reviews and quarterly custodian reporting to clients. Investment methods include charting, fundamental and technical analysis, quantitative techniques, and modern portfolio theory, and the firm follows a long‑term trading approach. Noteworthy differences from many peers include serving corporate/business clients and offering free client seminars twice a year, and the firm’s owner is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest). With roughly 40 client relationships and about $17.7 million in assets under management, the practice is relatively small and concentrated and requires custody through Schwab Institutional or Principal.

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