Sharon Olson, CFP®, CEPA


Sharon Olson is president of Olson Wealth Group, LLC, a multi-family office dedicated to financial stewardship with wise counsel and clear strategies for growing and preserving wealth. Growing up on a farm in southeastern Minnesota instilled deep-seated resilience and strong work principles. Sharon recognized the power of financial planning at a young age, saving pennies from her paper route to fund her education. Today, she is a distinguished expert in wealth, retirement, estate, investment, and business succession planning, emphasizing smart strategies and solid values.

With relentless dedication, Sharon develops client trust through high-level financial strategies and responsive, personalized service. She recognizes that real-life goals apply to all aspects of wealth planning – family, personal and professional. This innate ability to understand a family’s unique vision and values combined with client-centric insight and multigenerational support has driven Sharon’s mission to provide distinguished guidance for clients with significant wealth.

Recognized for her exceptional knowledge, creativity, sensitivity, and ability to demystify financial issues, Worth magazine has named Sharon Olson one of the nation’s “Top 100 Most Exclusive Wealth Managers” five times; Medical Economics calls her one of the “Top 150 Financial Advisors in the Country for Physicians.” She has been honored as a *NABCAP Premier Advisor and was appointed to the Hall of Fame as one of a very select group, by Finance & Commerce’s Top Women in Finance.

Olson has also received the prestigious Chairman’s Council ranking from LPL Financial for her exemplary dedication to clients and her team.

Sharon has appeared in the Wall Street Journal, Medical Economics, Financial Planning Magazine, Minneapolis Star Tribune, Minneapolis-Saint Paul Business Journal, Minnesota Business Magazine, Northwestern Financial Review, and Women’s Business Minnesota.

Sharon is a member of Women President Organization (WPO), Young President Organization (YPO) and is very active in several non-profits including Board Emeritus for Ann Bancroft Foundation dedicated to empowerment for girls.

Contact Olson at 952-835-1797 or

Securities offered through LPL Financial. Member FINRA/SIPC.
Check the background of this investment professional on FINRA’s BrokerCheck.

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