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Olsen Family Financial, LLC

Updated today

Total assets under management

$7,600,000

Total clients

37

0% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

12

Average account size

$205,405

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Comprehensive Financial Plan - $2,500; Ongoing Financial Planning Platinum Plan - $4,800/year; Ongoing Financial Planning Silver Plan - $4,020/year; Seminar fees range from $0 to $1,000 per seminar or $0 to $50 per participant (negotiated)

Percentage

0.40% annually

Project-based

$200 per hour

Other

Fee-only: Fee-only financial advisor; no commissions received on recommended products.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Olsen Family Financial, LLC

Oakton VA, United States

Number of offices

3

Advisors at this firm

Mike N

CFP®, ChFC®

St. Petersburg, FL

Olsen Family Financial, LLC

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.

Military & Veterans Work/Life Balance

Eric O

CFP®

Oakton, VA

Olsen Family Financial, LLC

I am the proud father of four incredible children (all born within 5 years of each other), and husband to a very patient wife (see previous comment). After attending the US Air Force Academy in Colorado Springs, CO, and while serving on Active Duty in the US Air Force as an Acquisitions Officer, I founded Olsen Family Financial, LLC in 2016, where I work as the firm's Lead Financial Planner with a team of two other amazing military veteran advisors. I then completed a Master's of Liberal Arts, Finance degree from the Harvard Extension School, after which I was fortunate to return to the Academy to teach finance and accounting courses. Following that assignment, I was selected for a PhD sponsorship, which I completed in 2024 at THE Ohio State University, with a research focus on how real estate fits into the personal balance sheet, behavioral finance, military finance, and life insurance. As much as I love financial planning, academia, and working with our clients, I'd much rather be skiing in Utah or Colorado, backpacking or paddleboarding in Wyoming, camping at our favorite state park in Ohio (Hocking Hills), or coaching my kids' lacrosse teams. Your finances, your business, your career, etc., are all important. We want to help you optimize those aspects of your life so that you can do the things that really light your fire.

Business ownership considerations Business exit / sale strategy Military & Veterans Real Estate Professional
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Jay P

Series 65

Oakton, VA

Olsen Family Financial, LLC

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