Ray Olson Family Financial Planning

Ray Olson Family Financial Planning We help people make informed financial decisions while leading a comprehensive wealth management team for our clients and their families.

Ray Olson, Investment Advisor Representative with Kestra Advisory Services has a genuine fascination with making money grow. It is because of this interest that he embarked on a career in the financial services industry, and has been serving in it for over two decades. Ray is committed to the highest standards of service and integrity. Devoted to his family of four, Ray understands the economic an

d family priorities in his clientsโ€™ lives. He listens to whatโ€™s important to you, then creates a plan to help you pursue your goals. Ray has spent over a decade helping clients plan for their financial futures. As a financial advisor who is passionate about helping others achieve financial independence, he takes an individualized and customized approach to each client. He combines old-fashioned value with the efficiency and quality today's investors expect. His commitment to the community and close relationships with family, friends and clients - often one in the same - has shown that everyone has their own, unique needs and financial goals. The holistic approach helps clients work toward achieving success, from retirement to college, estate and life planning and help clients establish realistic expectations. With a focus on investment management, retirement income and wealth management, he stands by his clients, acting as a partner and financial advocate during the length of their retirement, helping them review and adjust their investment portfolio. Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

Our 4th Annual Chili Cook-Off was a huge success! ๐ŸŒถ๏ธ A special thank you to our five incredible chefs who generously sha...
03/06/2026

Our 4th Annual Chili Cook-Off was a huge success! ๐ŸŒถ๏ธ A special thank you to our five incredible chefs who generously shared their homemade chili with everyone. Each one was unique and absolutely delicious, which made choosing favorites a tough job! While we were only able to crown a top three (see below), every chef truly helped make the night memorable.

Weโ€™re also so grateful to all of the clients who came out to taste, vote, and enjoy the evening with us. Events like this remind us how lucky we are to work with such a wonderful community.

We are still planning on hosting our annual Holiday Party this evening at our office. We can't wait to celebrate the sea...
12/09/2025

We are still planning on hosting our annual Holiday Party this evening at our office. We can't wait to celebrate the season with you tonight.
Time: 5:30pm - 7:30pm
Park in the attached parking garage.
Catering by The Savory Grain
**If your previous plans were cancelled and you'd like to join us, please do! **
Stay Safe!

Which one of these has your name on it? Pick up your pre-ordered pie sometime TODAY from noon - 4pm.
11/24/2025

Which one of these has your name on it?

Pick up your pre-ordered pie sometime TODAY from noon - 4pm.





๐ŸŽ“ Over the weekend, we celebrated a milestone in our family! Robin's daughter, Cerys, graduated from Mechanicsville High...
06/02/2025

๐ŸŽ“ Over the weekend, we celebrated a milestone in our family! Robin's daughter, Cerys, graduated from Mechanicsville High School with flying colors! ๐ŸŒŸ We're thrilled to announce that she'll be pursuing her passion for Marine Biology at St. Francis University in the fall. ๐Ÿ ๐ŸŒŠ Join us in congratulating her on this incredible achievement and wishing her all the best in this exciting new chapter! ๐ŸŽ‰

In Loving Memory of Ray Olson Sr.It is with heavy hearts that we announce the passing of Ray Olson Sr., our beloved foun...
02/20/2025

In Loving Memory of Ray Olson Sr.

It is with heavy hearts that we announce the passing of Ray Olson Sr., our beloved founder. His dedication, leadership, and kindness have left a lasting impact on our company and community.

A funeral service is planned for NOON on Thursday, Feb. 20th, at St. John Neumann Catholic Church in Powhatan.

In honor of Rayโ€™s memory, our office will be closed as we gather to celebrate his life and legacy.

Thank you for your understanding and support during this time.

We want to share a little about our new hire Amanda Jewell. Consider it a Friday Fun Fact. As the month goes on, be sure...
02/14/2025

We want to share a little about our new hire Amanda Jewell. Consider it a Friday Fun Fact. As the month goes on, be sure to keep an eye out for more! We know you'll be hearing her voice when you call in, so here is a way to get to know Amanda more.
**Please feel free to share a fun fact here about yourself to help her get to know you more!

In 2018, Amanda moved to Richmond, VA, with her husband and son, Jack. Since then, their family has grown to include another son, Hunter, and two rescue pets, Sasha and Hugo.
With a career rooted in banking and finance, Amanda has excelled as a people manager and champion of continuous improvement across teams. She is passionate about collaboration and operational excellence, always striving to foster positive and productive environments.
While Amanda enjoyed her time in banking, she realized she missed the deeper personal connections that come from helping others on a more impactful level. Her current role allows her to pursue this passion and make a meaningful difference.
Outside of work, Amanda enjoys roller skating. Though she admits she is not very skilled, her enthusiasm and determination remain unwavering!

We will do a more formal welcome shortly, but we didn't want the day to go by without wishing our newest team member, Am...
01/16/2025

We will do a more formal welcome shortly, but we didn't want the day to go by without wishing our newest team member, Amanda Jewell, a very Happy Birthday!
Amanda is our new Director of First Impressions and Client Service Coordinator.

We had a joyous time celebrating with all our clients during the 2024 holiday season. We are thankful for everyone who c...
12/30/2024

We had a joyous time celebrating with all our clients during the 2024 holiday season. We are thankful for everyone who came out to spend the evening with us enjoying some festive food, funny photos, and a competitive guessing game! We love catching up and hearing all about your plans for the holidays. Here are a few photos for you to enjoy!
We want to wish everyone a Happy and Safe New Year!

* Our office will be closed at noon on New Year's Eve and closed all of New Year's Day.

11/15/2024

Our Wealth Management firm is hiring, and I need your help. If you know someone whoโ€™d be interested in our newest job opportunity for Director of First Impressions/Client Service Associate, please share and encourage them to apply directly. Itโ€™s a full-time position with competitive pay & benefits. Thanks for your help in this crazy job market!

We ask that candidates go directly to our website, using the link below, watch an introductory video and apply using the google form provided.

https://rayolson.net/jobs-careers/

What a great night for some BASEBALLLLLLL!!  The Squirells did NOT dissapoint. Thank you to ALL of our clients who were ...
08/07/2024

What a great night for some BASEBALLLLLLL!! The Squirells did NOT dissapoint.
Thank you to ALL of our clients who were able to make it out to the event. It was a good game, but YOU made it a great night!



Huge congrats to Cooper on his huge bass fishing tournament win this past weekend! ๐ŸŽฃThe time and commitment he put in al...
07/24/2024

Huge congrats to Cooper on his huge bass fishing tournament win this past weekend! ๐ŸŽฃThe time and commitment he put in all season finally paid off! ๐Ÿ˜„

What does everything think he should do with the money? He says itโ€™s going straight into savings, but we think he should celebrate with it ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰

Address

2201 West Broad Street Suite 205
Richmond, VA
23114

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

http://www.finra.org/, http://sipc.org/

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