Aaron Olson
CFP®, CFA®
Dakota Coast Capital, LLC
Founder and Financial Advisor
Aaron Olson
CFP®, CFA®
Dakota Coast Capital, LLC
Founder and Financial Advisor
Our Mission at Dakota Coast Capital is to free you up to spend more time doing what you love with the people you love – and, less time worrying about your financial future. - Aaron Olson, CFP®, CFA®
Independent, fiduciary financial planner located in Malvern, PA, serving clients in Greater Philadelphia and across the country.
Aaron Olson, founder and fee-only financial advisor at Dakota Coast Capital, provides guidance for your family’s finances and business interests. Aaron collaborates with you to organize your current financial condition, determine your goals, and create a roadmap to achieve those goals. He coordinates the implementation and monitoring of solutions to maximize the probability of financial success for you, your family, and your business.
Prior to founding Dakota Coast Capital, Aaron spent several years consulting with independent financial advisory firms while working at Dimensional Fund Advisors. During that experience, he honed his wealth management philosophy from many of the best minds in the capital markets and financial planning fields. He applies that philosophy daily in developing solutions for you and your family, while also drawing upon his lifelong experience working in his family’s agriculture business to help you navigate the financial complexities of a family business.
Aaron is a CFA® charterholder and a Certified Financial Planner™ professional. He received a Bachelor’s in Finance from Brigham Young University and an MBA from the University of Texas. He enjoys living in Phoenixville, Pennsylvania and travels back to his roots in South Dakota frequently. He can often be found behind a stroller (or double stroller) in Valley Forge National Park or on the Schuylkill River Trail with his wife and children.
Aaron Olson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Dakota Coast Capital is a boutique, fee-only registered investment advisor based in Malvern, PA. We provide financial planning, investment advisory, and wealth management services primarily to families in Chester County and across the greater Philadelphia area.
We advise a limited number of families on their important financial decisions. Whatever financial goals you have for your family or family business, we help you navigate the challenges and design a tailored strategy to provide you with peace of mind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Wealth Management
- Comprehensive Financial Planning
- Investment Advisory
Ideal Clients
- Family Business Owners
- Families in Transition
- Growing Families
Working Together
- Clearly Defined, Fixed Fees
- Complimentary Initial Consultation
- In-Office or Virtual Meetings
Professional Designations & Affiliations
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Aaron Olson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Aaron Olson is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
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Aaron Olson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Aaron Olson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Aaron Olson
Office Locations:
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5 Great Valley Pkwy
Ste 210
Malvern, PA 19355