The Olson Group

CARE - We care about clients and want them to succeed. every member of our team is committed to understanding each client's unique circumstances and requirements. We listen to clients and then work with them to create wealth strategies that address their goals and values.

TRANSPARENCY - We take the time to make sure that clients understand not only what we recommend, but also why we are recommending it and how it may benefit them. We explain all aspects of the cost structure and fee arrangements associated with every recommended service or product.

FLEXIBILITY - We provide a very flexible advisory service that addresses all aspects of a client's financial life. We are happy to work with clients' attorneys and CPAs, to address tax, estate and philanthropic planning issues. We also work with Merrill specialists who have extensive experience in areas such as wealth transfer, trust development, insurance and banking.

COMPETENCE - We are committed to providing clients the highest possible level of advice and guidance. David has been named to Barron's Top 1200 Financial Advisors in the United States in for the past 13 years in 2022 (Published annually in Feb-March. Rankings based on data as of September 30 of prior year)* and named to Forbes Best-in-State Wealth Advisors list for the 7th consecutive year in 2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).**

We will be pleased to arrange for you to visit with existing clients to learn more about the level of services you can expect to receive from The Olson Group.

*Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in Feb-March. Rankings based on data as of September 30 of prior year.

The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.