Business Details
Olhoeft Financial has guided clients for over twenty years in tax, investment, and financial planning. His expertise includes comprehensive income tax planning, accounting, and investment oversight. From 2001 to 2007 he served as CFO for Seabury Venture Partners, managing a family office and foundation. Before that, he spent eight and a half years at Ayco, delivering financial counseling and estate planning. Early in his career he worked as a tax associate at Coopers & Lybrand, tackling complex planning issues. He earned a CPA license in 1985 and the rare PFS designation in 2005, credentials held by only a few thousand CPAs.
His educational background includes a cum laude BA in Accounting and Finance from California State University at Fullerton. We prioritize disciplined, datadriven portfolio construction using core and factorbased strategies in partnership with DFA. Our approach treats markets as allies, capturing their returns while mitigating volatility through diversification. We offer philanthropic services, including donor advised funds and private foundation management, to maximize charitable impact. Our commitment is to deliver transparent, clientcentric solutions that enhance wealth and legacy.
His educational background includes a cum laude BA in Accounting and Finance from California State University at Fullerton. We prioritize disciplined, datadriven portfolio construction using core and factorbased strategies in partnership with DFA. Our approach treats markets as allies, capturing their returns while mitigating volatility through diversification. We offer philanthropic services, including donor advised funds and private foundation management, to maximize charitable impact. Our commitment is to deliver transparent, clientcentric solutions that enhance wealth and legacy.
Highlights and features
- We bring 20+ years of tax and investment expertise.
- We hold a CPA license issued in 1985.
- We earned the rare PFS credential, one of 3,300 CPA/PFS.
- We partner with DFA to build diversified, factorbased portfolios.
- We offer DAF and private foundation services with taxbenefit maximization.
Services
Tax Planning
Tax Planning offers comprehensive strategies to minimize liabilities and maximize deductions for individuals and investors. We analyze current income, capital gains, and potential credits to create a customized tax schedule that aligns with longterm financial goals. Clients benefit from reduced tax exposure and clearer financial forecasting.
Investment Oversight
Investment Oversight monitors portfolio performance and aligns asset allocation with risk tolerance. We conduct quarterly reviews, rebalance holdings, and adjust strategies to reflect market shifts and client objectives, using datadriven insights. This proactive management ensures consistent returns while safeguarding against volatility.
Asset Management
Asset Management provides tailored investment solutions across equities, fixed income, and alternative assets. We employ a diversified, factorbased framework to capture market returns while managing risk, continuously monitoring developments and adjusting allocations to preserve capital and enhance growth. Clients benefit from disciplined construction, transparent reporting, and proactive insights.
Estate Planning
Estate Planning creates a roadmap for transferring assets, minimizing taxes, and protecting beneficiaries. We coordinate wills, trusts, and powers of attorney to align with client wishes and legal requirements. Clients gain peace of mind knowing their legacy is preserved and their loved ones secured.
Donor Advised Funds
Donor Advised Funds offer a flexible, taxadvantaged vehicle for charitable giving. We manage contributions, administer grant recommendations, handle reporting, and ensure compliance, maximizing impact while providing immediate deductions and capitalgain relief. Our guidance aligns philanthropic goals with tax strategy, enabling clients to support multiple causes over time.
