Broker Check

701 Bombay Lane, Roswell, GA 30076

(770) 740-8744
Client Login

Collaborative Approach to Financial Decision-Making 

Book Your Complimentary Insight Session

Get Started

44 Years of Combined Family Experience 

Book Your Complimentary Insight Session

Get Started

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Olson Associates on the map.

We partner with our clients to help them achieve their financial goals. We'll work with you to provide personalized support every step of the way.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn More
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

HOW WE WORK

We aim to demystify retirement by guiding you through the various intricacies of investment strategies, asset allocation, and retirement decisions. We prioritize client service and education, empowering you with the knowledge to make informed choices about your financial future.

Erick Olson

Erick Olson, CFP®

Advisor & Owner

Jill Alberici

Jill Alberici

Client Services Associate

Morgan Kasel

Morgan Kasel

Client Services Associate

LET'S GET CONNECTED

Thank you!
Oops!

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
Thank you! Oops!