About OLIO Financial Planning

OLIO Financial Planning was founded with a rebellious, stubborn objective: to reinvent the industry by providing financial planning for all through a revolutionary fee structure. We don’t care how much clients have, but rather what they aspire to do with it. Our preference is for long-lasting relationships that are mutually rewarding. Fundamentally, we believe the client experience should look and feel completely different from what it does today – and that’s just what we’ve set out to do.

We're a unique group passionately pursuing the meaning of our clients’ money. Turning obstacles into opportunities. We’re intrigued by new challenges and unknowns. We’re creative, committed, and perhaps different. We ask lots of questions and feel collaboration is the glue that holds it all together.