Olson Financial Group - Home

Every day, people entrust their finances to a financial professional to help them pursue their financial goals.

That sounds so impersonal, doesn't it?

At Olson Financial Group, we'll work with you to create a plan based on your values, comfort level, current situation, and timeline. If you don't understand something, we'll explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or, we'll find an alternative with which you will be comfortable.

We invite you to explore our website to get to know us. We've tried to make your visit to our virtual office similar to the experience of our real office, but we invite you to come in, meet us, and see for yourself.

Schedule a time to come in and meet with us. We think you'll agree that our way is anything but impersonal.


Named a Five Star Wealth Manager* in 2011, 2012, 2013, 2014, 2015, 2016 and 2017.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.