Olson Tax & Financial Planning

Overview

Olson Tax & Financial Planning is a small, independent registered investment adviser that combines accounting and financial planning services for individuals and families. The firm focuses on fee-based relationships (percentage of AUM and fixed fees) and provides financial planning and portfolio management for individuals and small businesses. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds—while alternative exposures are accessed through third-party vehicles and private placements rather than in-house funds. The firm reports that it is not an active ESG investor and operates on a non-discretionary basis, meaning clients retain final decision authority over trading and allocation changes. Given the firm’s accounting background, tax considerations appear central to its advisory approach: portfolio construction and product selection are likely influenced by tax efficiency, income planning and coordination with tax return preparation. Olson Tax & Financial Planning positions itself to serve a compact roster of high-net-worth clients where customized planning and tax integration matter more than scale or institutional research platforms.

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