Insights

Niche Market Focus Ray Olson Family Financial Planning serves a specialized client base in Virginia, emphasizing personalized financial management solutions, offering opportunities to introduce advanced financial planning tools and tailored digital solutions to enhance client engagement.

Growth Potential With an annual revenue between one and ten million dollars and a small team of under ten employees, there is scope for scalable technology implementations or external advisory services to support business growth and operational efficiency.

Technology Adoption The company's current technology stack includes web and online engagement tools such as Shopify, Google Fonts API, and Google Maps, indicating openness to integrating fintech solutions or customer experience enhancements to attract tech-savvy clients.

Competitive Positioning Operating in a market dominated by large firms with thousands of employees, this firm can leverage its personalized, client-centric approach as a differentiator, potentially expanding services through digital marketing or strategic partnerships.

Compliance and Security The association with Kestra Investment Services and adherence to FINRA/SIPC regulations highlights opportunities to promote secure financial technologies, compliance management tools, or cybersecurity solutions tailored for small financial advisories.

Ray Olson Family Financial Planning Tech Stack

Ray Olson Family Financial Planning uses 8 technology products and services including Accessible360, oEmbed, Shopify, and more. Explore Ray Olson Family Financial Planning's tech stack below.

  • Accessible360
    Accessibility
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery Modal
    Javascript Libraries
  • Google Maps
    Maps
  • Priority Hints
    Performance

Media & News

Ray Olson Family Financial Planning's Email Address Formats

Ray Olson Family Financial Planning uses at least 1 format(s):
Ray Olson Family Financial Planning Email FormatsExamplePercentage
First@rayolson.netJohn@rayolson.net
44%
First.Last@rayolson.netJohn.Doe@rayolson.net
6%
First@rayolson.netJohn@rayolson.net
44%
First.Last@rayolson.netJohn.Doe@rayolson.net
6%

Frequently Asked Questions

Where is Ray Olson Family Financial Planning's headquarters located?

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Ray Olson Family Financial Planning's main headquarters is located at 2201 West Broad Street Suite 205 Richmond, Virginia 23220 United States. The company has employees across 1 continents, including North America.

What is Ray Olson Family Financial Planning's phone number?

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You can contact Ray Olson Family Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ray Olson Family Financial Planning's official website and social media links?

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Ray Olson Family Financial Planning's official website is rayolson.net and has social profiles on LinkedIn.

What is Ray Olson Family Financial Planning's NAICS code?

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Ray Olson Family Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Ray Olson Family Financial Planning have currently?

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As of March 2026, Ray Olson Family Financial Planning has approximately 4 employees across 1 continents, including North America. Key team members include Vice President And Co-Owner, Ray Olson, Llc: C. O.Owner/President/Financial Professional At Ray Olson, Llc: R. O.Office Manager: L. O.. Explore Ray Olson Family Financial Planning's employee directory with LeadIQ.

What industry does Ray Olson Family Financial Planning belong to?

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Ray Olson Family Financial Planning operates in the Financial Services industry.

What technology does Ray Olson Family Financial Planning use?

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Ray Olson Family Financial Planning's tech stack includes Accessible360oEmbedShopifyGoogle Fonts APIJSON-LDjQuery ModalGoogle MapsPriority Hints.

What is Ray Olson Family Financial Planning's email format?

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Ray Olson Family Financial Planning's email format typically follows the pattern of First@rayolson.net. Find more Ray Olson Family Financial Planning email formats with LeadIQ.

Ray Olson Family Financial Planning

Financial ServicesVirginia, United States2-10 Employees

As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the efficiency & quality today's investors expect. With a focus on investment management, retirement income & wealth management, he stands by his clients, acting as a partner & financial advocate during the length of their retirement, helping them review & adjust their investment portfolio.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. 
www.finra.org and www.sipc.org

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Section iconCompany Overview

Headquarters
2201 West Broad Street Suite 205 Richmond, Virginia 23220 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Ray Olson Family Financial Planning's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Ray Olson Family Financial Planning's revenue is estimated to be in the range of $1M$10M

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