The Robert Olsen Wealth Group is a unique firm of financial professionals based in the St. Louis Metro Area. Although we have a solid foundation in the Midwest, a large and growing percentage of our clients live and work all across the United States, from Florida to California, from Texas to Minnesota and many states in between.
Founded in 1990, we are led by Robert Olsen who has nearly 40 years of experience in public practice as a Certified Public Accountant. Robert is a seasoned veteran who also holds the prestigious Certified Financial Planner Designation, is a Registered Investment Advisor and a Licensed Insurance Advisor. With this robust skill set and extensive background, clients can always expect tax and wealth advice that is truly comprehensive. Our areas of expertise include taxation, business accounting, investing, retirement and social security optimization as well as estate planning.
The core values that we hold highest whenever we work with a client consist of Integrity, Independence, Competence, Objectivity, Fairness, Diligence, Professionalism and Confidentiality. No matter the size or scope of the project, you can always count on us to fulfill these core values.
My driving passion and purpose in life is to guide and assist others through the complicated and confusing world of money. Our world today is moving faster and faster and becoming more and more complicated. I believe that it’s critical for people to live confidently and courageously. We can all do exactly that when we have a firm handle on our family wealth situation and our bigger future.
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