About John

John Olson is a financial service professional and principal at Beacon Wealth Management in Vermont. He works with business-owners, executives, and their families to develop a unique step by step plan that simplifies all affairs into a single comprehensive system.  He provides investment planning, estate analysis, retirement planning, insurance planning, tax reduction strategies, and cash flow analysis.  He acts as your personal CFO, partnering with professionals in the accounting and legal areas that excel in a wide range of disciplines.   If it is about money, he will help you and encourages clients to call with questions on any aspect about this.  

 

In addition to his knowledge, educational background and a diverse work experience, John is a committed member of the community.  He has served on a number of boards, including the Home Builders and Remodeler's Association of Northern Vermont.  John is currently a board member with Rebuilding Together Greater Burlington, and serves with the Jericho-Underhill Lions Club .  John enjoys hunting and fishing in Vermont and beyond and plays competitive volleyball every week.  

 



.