Business Details
We are led by founder Olhoeft Financial, a CPA and Personal Financial Specialist with over 20 years of dedicated experience delivering comprehensive tax, investment, and financial planning services to individual and institutional investors. Our team draws on Marks 6-year tenure as Chief Financial Officer of Seabury Venture Partners, where he oversaw financial operations for the firm and managed a Family Office and Private Family Foundation. We bring specialized expertise in full-scope financial and accounting services, including income tax planning and compliance, investment oversight, and strategic financial counseling for high-net-worth clients. Our background includes 8.5 years as a Principal and Senior Account Manager at The Ayco Company, L.P., where we provided tailored asset management, estate planning, and tax return preparation services to a diverse client base. We built our foundational tax knowledge early in our careers as tax associates at Coopers & Lybrand, where we focused on complex tax and financial planning issues for individuals and small businesses. Our founder holds a Bachelor of Arts degree in Accounting and Finance (Securities and Investments) from California State University, Fullerton, earned Cum Laude, providing a strong academic foundation for our practice. We hold an active CPA license issued by the California State Board of Accountancy, granted in May 1985, and adhere to the highest ethical and professional standards required of licensed CPAs.
We were awarded the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 2005, a credential held by only approximately 3,300 CPAs nationwide who have demonstrated advanced expertise in personal financial planning. We leverage our decades of combined experience to develop customized, problem-solving financial strategies aligned with each clients unique goals, risk tolerance, and long-term objectives. Our investment approach is rooted in evidence-based principles, using diversified core and asset class funds in partnership with Dimensional Fund Advisors to help clients capture broad market returns while managing volatility. We are committed to full transparency with every client, providing clear reporting on portfolio performance, tax outcomes, and philanthropic giving options to ensure our clients feel informed and confident in their financial decisions. Our ultimate priority is delivering consistent, reliable financial guidance that helps clients build and preserve wealth, meet their tax obligations efficiently, and achieve their personal and philanthropic goals.
We were awarded the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 2005, a credential held by only approximately 3,300 CPAs nationwide who have demonstrated advanced expertise in personal financial planning. We leverage our decades of combined experience to develop customized, problem-solving financial strategies aligned with each clients unique goals, risk tolerance, and long-term objectives. Our investment approach is rooted in evidence-based principles, using diversified core and asset class funds in partnership with Dimensional Fund Advisors to help clients capture broad market returns while managing volatility. We are committed to full transparency with every client, providing clear reporting on portfolio performance, tax outcomes, and philanthropic giving options to ensure our clients feel informed and confident in their financial decisions. Our ultimate priority is delivering consistent, reliable financial guidance that helps clients build and preserve wealth, meet their tax obligations efficiently, and achieve their personal and philanthropic goals.
Highlights and features
- We have 20 years of tax and financial planning experience.
- Our founder holds a rare AICPA PFS credential.
- We use evidence-based DFA funds for diversified portfolios.
- We offer specialized donor advised fund services.
- We provide full transparency on portfolio performance reporting.
Services
Tax Planning and Compliance
We provide full-scope income tax planning and compliance services for individual and investor clients. Our team ensures all tax filings are accurate and submitted on time to avoid penalties. We also develop proactive strategies to minimize tax liabilities and maximize after-tax income for our clients.
Investment Management
We offer customized investment management services aligned with each clients risk tolerance and financial goals. Our evidence-based approach uses diversified core and asset class funds from Dimensional Fund Advisors to capture broad market returns. We provide regular performance updates to keep clients informed of their portfolios progress.
Estate Planning
We deliver tailored estate planning services to help clients protect and transfer wealth to heirs and beneficiaries efficiently. Our team develops strategies that minimize estate tax liabilities and avoid probate delays. We ensure all estate documents are legally sound and aligned with each clients long-term wishes.
Donor Advised Fund Services
We provide comprehensive donor advised fund services to support long-term, tax-advantaged charitable giving for clients. Contributions qualify for immediate tax deductions and eliminate capital gains tax on long-term appreciated securities. Clients can donate complex securities and support multiple charities on their preferred timeline.
Private Foundation Services
We offer end-to-end private foundation administration services for clients seeking full control over their charitable investments and giving. Our team manages all compliance, accounting, and grant-making tasks to reduce administrative work for foundation operators. We ensure foundations meet all regulatory requirements and align with the clients philanthropic mission.
