Philip Olson

CFP®, IAR

The Art of Finance, LLC

Financial Advisor

Philip Olson

CFP®, IAR

The Art of Finance, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Philip Olson, CFP®, IAR

(512) 294-4385

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Philip Olson is a Austin, TX fee-only financial planner. The Art of Finance, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Philip Olson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Philip Olson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Philip Olson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Philip Olson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    Philip Olson is a Member of the XY Planning Network

    The 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 Philip Olson

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Office Locations:

  • 11801 Domain Blvd.
    Floor 3
    Austin, TX 78758

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