# Olson Investment Advisors

Olson Investment Advisors is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** 10900 NE 4th Street, Suite 1950, Bellevue, WA 98004, United States
- **Founded:** 1978
- **Assets under management:** Undisclosed
- **Website:** olson-investments.com
- **LinkedIn:** https://www.linkedin.com/company/olson-investment-advisors

## Regulatory record

- **Reports private funds:** No

## About

Peter Cline established Olson Investment Advisors in 1978 in Bellevue, Washington. The firm operates as a registered investment advisor serving individuals, high-net-worth families and trusts with financial planning, retirement planning and portfolio management. The practice adopted the trade name Auxano, derived from a Greek word meaning 'to bring growth or increase,' to frame its advisory philosophy around the concept of stewardship. Auxano positions wealth management as a function of principled stewardship, advising clients on investment accounts, cash-flow planning and intergenerational wealth transfer. The firm does not publicly disclose an explicit asset-allocation model, preferred investment stages, or specific co-investment structures. The team page names client advisors and support staff but does not detail product mandates, third-party manager rosters, or portfolio-construction methodology. A 15-person team operates from Suite 1950 at 10900 NE 4th Street in Bellevue, with roles spanning client advisory, operations and client service. No additional offices are indicated, and the firm does not mention any philanthropic foundation, real-asset arm, operating company, or peer-membership network tied to the practice. No dated operational event from the last 24 months is verifiable from the available sources. Auxano's structural shape is a proprietor-led wealth-management practice that leans on a separate entity for investment oversight — Jon Pinkston at Blue Kayak Partners serves as a named CIO without appearing on the Auxano payroll. This architecture separates client-relationship management from asset-management decisions, making the firm's value proposition dependent on the durability of the external CIO relationship and the referral networks that sustain its high-net-worth client base.

## People

- Peter Cline — Founder | CEO
- Alex Lee — Partner | Client Advisor
- Dwight S. Whiting — Family Wealth Advisor
- Jon Pinkston — Founder | CIO, Blue Kayak Partners, LLC

## Questions

### What types of clients does Auxano serve?

The firm serves individuals, high-net-worth individuals and trusts. Its advisory mandate covers financial planning, retirement planning and general portfolio management, though the firm does not publicly define minimum asset thresholds or a specific client count.

### Does Auxano offer family-office-style services beyond investment management?

Auxano emphasizes wealth transfer and legacy planning in its public messaging, positioning itself around stewardship that includes intergenerational wealth transfer. However, it does not list concierge family-office services such as tax preparation, estate administration, bill pay or lifestyle management.

## Related profiles

- [OLM Ventures](https://altss.com/profile/olm-ventures)
- [Oltre Impact](https://altss.com/profile/oltre-impact)

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Last updated: 2026-08-11T02:43:31.692Z

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