Olsen Family Financial, LLC

Overview

Olsen Family Financial, LLC operates as an independent RIA serving individual and family clients with a clear equity-first posture. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee mix includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, which supports both advisory relationships and project-based planning work. Investment activity centers on listed equity exposure: exchange-traded equities represent the dominant allocation within the firm’s managed assets. Olsen Family Financial does not identify as an active ESG investor and does not appear to function as a capital allocator or pension consultant; its business is oriented to direct client advisory relationships rather than running third-party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices