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Sharon Olson, CFP

President

Asset Management

Sharon Olson is president of Olson Wealth Group, LLC, an independent management firm that offers wise counsel and clear strategies for growing and preserving wealth. She is a recognized expert in wealth, retirement, estate, investment, and business succession planning, emphasizing smart strategies and solid values.

Growing up on a farm in southeastern Minnesota, Olson learned the value of a dollar at an early age. She began working toward her college education with a paper route at age 7, then worked four part-time jobs through school. The early lessons of working hard, setting goals, and following your heart gave her the drive and dogged determination to make financial planning her career.

Worth magazine has named Olson one of the nation’s “Top 100 Most Exclusive Wealth Managers” five times; Medical Economics calls her one of the “Top 150 Financial Advisors in the Country for Physicians.” She has been honored as a *NABCAP Premier Advisor, as one of Finance & Commerce’s Top Women in Finance, and as one of the Twin Cities Five-Star Wealth Managers.

Olson has appeared in the Wall Street Journal, Medical Economics, Financial Planning Magazine, Minneapolis Star Tribune, Minneapolis-Saint Paul Business Journal, Minnesota Business Magazine, Northwestern Financial Review, and Women’s Business Minnesota.

Recognized for her exceptional knowledge, creativity, sensitivity, and ability to de-mystify financial issues, Olson is one of the Midwest’s premier financial advisors.

Contact Olson at 952-835-1797 or info@olsonwealthgroup.com.

1Worth Magazine recognizes an elite group of individuals for their expertise, integrity and dedication to the field of wealth management, through nominations received from business professionals and local leaders. The Top 250 Wealth Advisor list represents months of research and a rigorous review process. The goal is to identify those who posses the superior qualities that define a top wealth advisor: vigilance, expertise and the ability to communicate honestly and frankly with clients

2Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.

3Finance and Commerce Magazine, based in Minnesota, recognizes women who are making an impact not only in their professions but also within their communities.  Finance and Commerce recognizes women who have been named as Top Women in Finance honorees a second time.

4Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017 Five Star Wealth Managers

 

Securities offered through LPL Financial. Member FINRA/SIPC.
Check the background of this investment professional on FINRA’s BrokerCheck.

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