Championing your prosperity goals with passion, imagination, and collaboration
Our Story
Founded in 2001, WealthBuilders mission was to develop deep and trusting relationships so people can live a more prosperous life. Our client’s best interests are always at the forefront – not only because it’s our legal duty – but also because it supports our core mission.
From the beginning, we’ve always believed that a collaborative approach to preserving and building your wealth will yield the best experience for you, and ultimately provide you with the highest probability of reaching your financial goals.
Our promise to you is simple: We’ll always be straightforward and honest. And when you’re open and honest with us in return, that’s when you’ll receive the best financial advice we can give.
We work to exceed your expectations with personal service that puts you first, and we combine it with our expertise in financial advice to help you create the behaviors and discipline you’ll need to pursue your goals.
Our Custodian
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firms mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs. For more information about LPL Financial, visit lpl.com.
Strategic Alliances
Dan Olsen
President | Wealth Advisor | Founder
• Series 7 | General Securities Representative
• Series 66 | Investment Adviser Representative
• Life | Health Insurance License
Dan is the President, Founder, and Wealth Advisor at WealthBuilders, and a true believer that being wealthy is about more than just money. That’s why he takes the time to learn what genuinely matters most to you. Through his distinct approach, he’ll provide the financial guidance and resources to help you move forward in life and also put your values into action.
Dan’s background in on-air radio taught him about the importance of clear communication. He understood first-hand what could happen if you didn’t communicate in an easily digestible way. This experience has influenced how he works with his clients to ensure that he takes the complex world of finance and makes it simple.
Through his financial licenses, education, and 20+ years of experience in the financial world, he has gained extensive knowledge and expertise in the financial industry that he can’t wait to share with you.
Dan works to exceed your expectations. Always putting you first, combining his expertise in financial advice and personalized service to help you work to achieve your goals.
Our Values
People First Mindset
Our work is about more than designing portfolios and strategies. It’s about the relationships we have with our clients. Our clients trust us to help them work towards the dreams they have for themselves and for the people they care about. We never lose sight of how powerful that is.
Personalized Service
Every client has unique priorities, goals, asset levels, tax considerations and non-financial dynamics. That’s why we’ve developed a process that allows us to really know each client and appreciate what matters most to them, so we can provide the individual attention they deserve.
Wealth Optimization
Our goal is to make the lives of our clients easier and more fruitful by simplifying and optimizing their wealth. Whether your objective is to maximize returns, consolidate accounts, secure your future, leave a legacy for future generations or some combination thereof, we have the services and expertise to get you there.
Independent Approach
We are an independent, privately held company. This independence allows us to provide objective advice, avoid proprietary conflicts-of-interest and allocate our firm’s resources where they’re needed in hopes to always deliver a best-in-class experience for our clients.
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