Brian Olson is the founder of Forte Financial Planning. Brian’s innate desire to help people navigate the complex world of finance and his drive to do what it takes to get the job done are the supporting pillars of his approach to financial services. His distinctive work history has served as building blocks for his ability to solve today’s complex financial issues. With backgrounds in institutional investing, pension administration, 401(k) management and credit data, Brian brings a diverse perspective that allows him to serve clients holistically.
Brian is a CERTIFIED FINANCIAL PLANNER™ and for the last 14 years has focused his practice on the needs of individuals, small business owners and high-net-worth individuals. Brian provides personalized advice to families across Chicagoland as well as select families across the country. He is committed to building long-term relationships and meets with his clients both in-person and virtually to ensure that their financial plan remains aligned with their goals and objectives.
Brian founded Forte Financial Planning so he could better serve his clients by providing comprehensive financial planning to his clients. As an independent financial advisor, Brian does not work for a specific company or product, which means he is not tied to any particular financial products, services or tools. This allows him to provide professional and personalized advice based solely on your unique financial situation and goals. His partnership with LPL Financial provides Brian with access to best-in-class tools and resources that allow him to provide confidence in his client’s financial future.
Client Services Manager
Client Service Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.