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Code of Ethics

As financial planning professionals we will act as fiduciary, obligated to serve in every client's best interest.

This code of Ethics is an expression of the financial planning profession’s recognition of its responsibility to the public, to clients, to colleagues, and to employees. These principles apply to all Olson Associates members, employees, and provide guidance to them in the performance of their professional services.

Integrity is at the foundation of any relationship. Olson Associates members shall offer and provide professional services with integrity. The observable fruits of integrity are:

Objectivity: Olson Associates members shall be objective in providing professional services to clients.

Competence: Olson Associates members shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which we are engaged.

Fairness: Olson Associates members shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employees and shall disclose conflict(s) of interest(s) in providing such services.

Confidentiality: Olson Associates members shall not disclose any confidential client information without the specific consent, the only exception would be in response to proper legal process when required by a function of the courts and the law.

Professionalism: Olson Associates members conduct themselves in all matters that shall reflect credit upon the profession. Professionalism means leading and not pushing.

Diligence: Olson Associates members shall act diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner.

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