About Us - North Frontier Advisory Group

What We Do

Sam Olson provides comprehensive, personalized portfolio management and financial planning to individuals and families. Our goal is to build personalized portfolios and financial plans that meet the needs of each of our clients. Whatever stage of life you’re in, we can guide you through the opportunities and challenges ahead. Our portfolios and financial plans are fully customizable, and we are with you each step of the way to review your situation and make adjustments that meet your ever-changing needs and goals.

We understand it’s not easy to prepare for every twist and turn in life’s journey. Let us help you be financially prepared for where your journey will take you. Our approach is to take a complicated part of your life and make it easier to manage and understand. We partner with you to make smart and informed decisions with your money. North Frontier Advisory Group invites you to experience and see for yourself what sets us apart.

Our Process

Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

We focus on Comprehensive Wealth Management.
Samuel Olson

Your Advisor

Meet Sam

Samuel Olson, CFP®, ChFC®

Investment Advisory Representative

Bio