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Olson Wealth Group Overview
Type
Multi Family Office
Year Founded
1994
General Information
Olson Wealth Group is a multi-family office headquartered in Bloomington, United States. Founded in 1994, the firm traces its wealth to founder Sharon Olson’s entrepreneurial success in financial advisory services and now stewards capital for multiple families nationwide, integrating investment management, estate strategy, and philanthropic planning. Operating as an independent advisory partnership aligned with LPL Financial, Olson Wealth Group focuses on preserving family cohesion and purposeful legacy—provides multigenerational wealth guidance.
Contact Information
Website:
https://olsonwealthgroup.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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