Olhoeft Financial, LLC

Overview

Olhoeft Financial, LLC is a small, independent registered investment adviser that centers its business on financial planning and portfolio management for individuals, families and small businesses. The firm is owner-operated and charges a mix of percentage-of-assets, hourly and fixed fees, which aligns with a consulting-style relationship as much as ongoing asset management. Its advisory services cover tailored financial planning plus portfolio management for both individual/small business clients and business or institutional clients. Investment activity is concentrated in public mutual funds and collective vehicles, which make up the bulk of client assets. The firm is not positioned as a capital allocator or pension consultant; instead it directs client assets primarily into third-party mutual funds and uses external managers for alternative exposure where appropriate. Olhoeft Financial does not identify as an active ESG investor and operates from a single-state footprint. The firm lists an accountant among its industry affiliations, suggesting a collaborative approach with tax and accounting professionals when building client plans.

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Investments & Alternatives

Location & Offices