Accolades & Articles
Accolades
The Olin Financial Group named to the 2023 FORBES TOP WEALTH MANAGEMENT TEAM
As Seen in Forbes
“It’s a great honor to once again be selected by Forbes as a 'Top 100 Wealth Management Team.'” said Olin.
Disclaimer: The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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12 Year Winner Five Star Wealth Managers Award
As Seen in Diablo Magazine
Disclaimer: 2012-2023 (12 year winner) Lawrence Olin, CFP®, Managing Director – Investments, 2012-2023 (12 year winner) Robert Schwarz CFP®, Managing Director – Investments, 2013-2023 winner Andrea DeVincenzi, CFP®, Managing Director – Investments, 2016-2023 winner Lawrence Fleming, First Vice President – Investments, 2021-2023 winner Juan Plascencia, CFP®, First Vice President – Investments, 2012, 2016-2023 winner Brian Mague, First Vice President – Investments, 2012, 2014-2023 winner Gary Mills, CFP®, First Vice President – Investments, Ramona Conklin, CFP® Financial Advisor
Read MoreThe Olin Financial Group named to the 2022 FORBES TOP WEALTH MANAGEMENT TEAM
As Seen in Forbes
“Every successful organization thrives on the power of teamwork. That is why we are honored to be selected by Forbes as a 'Top 100 Wealth Management Team.'” said Olin.
Disclaimer: The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Read MoreLawrence C. Olin, Robert A. Schwarz and Andrea C. DeVincenzi of the Olin Financial Group named to the ranking of 2022 BEST IN STATE WEALTH ADVISORS BY FORBES
As Seen in Forbes
“It’s an honor to again be named by Forbes as a 2022 Best in State Wealth Advisor.” said Olin.
Disclaimer: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Read MoreLawrence C. Olin, Robert A. Schwarz and Andrea C. DeVincenzi of the Olin Financial Group named to the ranking of 2021 BEST IN STATE WEALTH ADVISORS BY FORBES
As Seen in Forbes
“Continuing to be named by Forbes as a 2021 Best in State Wealth Advisor is an honor,” said Olin.
Disclaimer: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Read MoreLawrence C. Olin, Robert A. Schwarz and Andrea C. DeVincenzi of the Olin Financial Group named to the ranking of 2020 BEST IN STATE WEALTH ADVISORS BY FORBES
As Seen in Forbes
“It’s an honor for the three Senior Financial Advisors to be recognized by FORBES as one of the 2020 Best in State Wealth Advisors,” said Olin.
Disclaimer: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Read MoreLawrence C. Olin and Robert A. Schwarz of the Olin Financial Group named to the ranking of 2019 BEST IN STATE WEALTH ADVISORS BY FORBES
As Seen in Forbes
"It’s an honor to be named to this ranking," said Larry. "Each day, I show up with one goal in mind—helping our clients succeed financially. It is quite an honor to be recognized for doing what I love to do."
Disclaimer: The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Read MoreExperienced Team Helps Clients Maximize Retirement Benefits
As Seen in Fortune, Forbes & Bloomberg Businessweek
The advisors of The Olin Financial Group help oil and gas industry employees prepare for and plan their financial futures.
Disclaimer: This article was originally published in April of 2018 and may contain outdated information. Please consult with your advisor concerning your particular situation. Wells Fargo Advisors is not a tax or legal advisor. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company.”
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