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 look after your entire financial life, whether that’s saving for retirement, investing, paying off debt, or choosing the right insurance plan. When you work with us, you’ll know that you have a financial quarterback advocating for you, coordinating with your other professionals, and taking a holistic approach to your financial wellbeing. You’ll have clarity and confidence that you’ve made the best possible decisions to accomplish your short- and long-term financial goals. Thanks to our team approach every person stays up to speed on every client we serve. You’ll know that we’re always here to help you with our undivided attention whenever you need us.

For all those reasons and more, 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

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

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