Eric Olsen, CFP®

Financial Security | Time Freedom | Generational Prosperity

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Olsen Family Financial, LLC Eric Olsen, CFP®
Worthington, OH

Serving Clients Nationwide

Financial Security | Time Freedom | Generational Prosperity

Areas of Focus

  • Family and Money
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Taxes

About Me

Hi, I'm Eric Olsen. I started this firm in large part due to the influence of my own family growing up. We had a peaceful home. A happy home. We didn't live extravagant lives (by any means) but I don't really ever remember my parents arguing.

I didn't know it at the time, I thought all families simply lived that way, but looking back it's clear that by being on the same page financially, my parents were able to virtually eliminate the #1 cause of divorce, and family strife. Now as the father of three daughters and a son, my wife and I strive to bring that same peace and security into our own home. And that's the same peace of mind and prosperity that I strive to bring to my clients every day. What is your "WHY"?

➕ Eric Olsen Bio

Eric founded the firm back in 2016 in Boston, MA. Eric graduated in the top 10% of his class from the United States Air Force Academy in 2010 with a Bachelor of Science in Management and a minor in Foreign Languages (Spanish). Later, Eric graduated with a Master of Liberal Arts, Finance, degree from the Harvard Extension School in 2017 receiving the Dean's List Academic Achievement Award. Eric has also worked as a Program Manager for the US Air Force and an undergraduate instructor of finance and accounting courses.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • The AGC
  • XY Planning Network

Primary Location

1120 MacGregor W Ave, Worthington, OH 43085, USA

Additional Locations

📍 Peachtree City, GA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Pro Bono
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Olsen Family Financial, LLC is a Fee-Only/Fiduciary financial advisor working with clients in person as well as virtually. As a Fee-Only advisor, we receive no commissions on products and are paid with simple, transparent pricing, which helps align client/advisor incentives and significantly reduce conflicts of interest. As a fiduciary, we are legally obligated to act in the client's best interest and put your needs before our own, a claim that shockingly few in the financial advisor community can make.

We believe in you and the investments you aim to make. So, we work with you - and your family - through the six (+) principal areas of Financial Planning:

1 - Establishing your current financial position

2 - Risk Management & Insurance

3 - Investment Planning

4 - Retirement Planning

5 - Tax Planning

6 - Estate Planning

Bonus - Effective Use of Credit, Education Planning, Real Estate Planning (primary residence or investment)

Education

The Ohio State University, Doctor of Philosophy - PhD, Family and Consumer Sciences/Human Sciences (expected graduation: 2024) | Harvard Extension School, Master of Liberal Arts, Finance | United States Air Force Academy, Bachelor of Science (B.S.), Major-Business Management, Minor-Spanish

Badges

Hobbies and Interests

  • Family
  • Running
  • Skiing
  • Swimming
  • Working Out

Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Healthcare Professionals
  • Living in Retirement
  • Military
  • Parents
  • Physicians
  • Real Estate Investors
  • Veterans
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.