Accredited Investors Wealth Management®
Megan Olson, CFP®, serves as a Wealth Manager at Accredited Investors Wealth Management® since June 2017, contributing to the firm's mission of integrating financial planning and custom portfolio management for client peace of mind. Prior to this role, Megan gained experience as a Financial Advisor and Associate Advisor at Hewins Financial | Wipfli Hewins from December 2012 to June 2017, a SEC-registered wealth management firm based in the San Francisco Bay Area. Megan holds a B.B.A. in Financial Markets Finance with a focus on Financial Planning from the Labovitz School at the University of Minnesota Duluth, graduating in 2012.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures