Olson Financial Counsel LLC is a registered investment advisory firm that helps long-term investors achieve maximum return without unwanted risk.
Our firm operates on a fee-only basis, meaning that we are hired and paid directly by our clients to manage their investment according to their needs. We believe this consulting arrangement serves our clients’ best interest compared to other client-advisor arrangements.
Unlike brokers who receive sales incentives from product vendors such as brokerage firms, mutual funds, and annuity companies, we have no sales quotas, and we earn no commissions or other payments that might compromise our objectivity and add to our clients' cost.
As a result, clients seek our services because we are able to design, implement, and manage an investment program for them that offers better return potential for less risk and for less overall cost. This approach is especially sought after by foundation, endowment, and other non-profit investment committees who, like us, assume a fiduciary duty.
To learn more about our services or to request a complimentary review of your current investment allocation, performance, or expense structure, contact Peter Olson, president and investment adviser representative of the firm.