Philip  Olson

Philip Olson

| CFP®, IAR

The Art of Finance, LLC

(512) 294-4385

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Fee-Only Certified Financial Planner serving the Austin, TX area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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11801 Domain Blvd.
Floor 3
Austin, TX 78758

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Philip Olson is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. The Art of Finance, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Philip Olson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Philip Olson has called Austin, Texas home since 1997. He attended the University of Texas for Theater & Dance and spent several years as a ‘starving artist’ – waiting tables, parking cars, and making lattes. Eventually he became a theater instructor, where he fell in love with teaching and coaching his students. 

Philip left the professional artistic world when a recruiter for a financial services firm said “This industry needs more people like you – a people person”. He was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. He's been in love with financial planning ever since. In 2015 he went on to pass the Certified Financial Planner™ Board Exam (the most challenging certification in the entire industry), and now wears the ‘CFP®’ marks with pride.

 

Philip Olson is a Fee Only Financial planner in Austin, TX. Philip Olson is a NAPFA-Registered Financial Advisor.

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Philip Olson, CFP® and his wife Julia Lorenz-Olson founded the Art of Finance in order to enrich the lives of others through a financial planning process that addresses BOTH emotional and technical challenges. By doing so, they enable clients to consistently make their visions for life into a reality, no matter the circumstance.

Philip and Julia are artists who understand the needs of fellow creatives, especially when it comes to planning for the future. You’ll see the difference right away and you’ll only be sorry you didn’t find us sooner.

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