A Holistic Approach
to Financial Wellness

We’re more than
an investment firm

We’re a team of passionate people you can count on to help you look after your entire financial life, whether that’s saving for retirement, investing, paying off debt, or choosing the right insurance plan. We serve as your personal financial resource, coordinating with your other professionals as needed and taking a holistic approach to your overall wealth management. Our team members work in concert an in effort to keep up to speed on every client we serve. We are committed to ensuring our clients have our undivided attention whenever they need us.

At Stifel, we’re more than just an investment firm, and the people we serve are more than just clients. To us, they are like family.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

–Warren Buffet

“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”

– Colin Powell

“I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well.”

– Diane Ackerman

“By recording your dreams and goals on paper, you set in motion the process of becoming the person you most want to be. Put your future in good hands – your own.”

– Mark Victor Hansen

Our Commitment to You
to You

At Olson Financial Group, we seek to build long-term, valued relationships that are fostered through trust, mutual respect, and open communication. We treat our clients like family, and we care deeply about helping them pursue their goals and dreams. We seek to accomplish this through our commitment to:

  • Being readily accessible
  • Staying transparent
  • Providing unbiased guidance
  • Acting with integrity