Why Choose DCC?

At Dakota Coast Capital, family is the foundation of everything we do.

Families in Transition

The firm was founded to guide families and family businesses toward their financial goals. Practically, that means we step in to calculate your retirement nest egg, build a sensible investment portfolio, collaborate with your professional network, or deliver on any of your other financial needs. Instead of spending time on the weekends focused on your personal finances, we free you up to devote more time to your grandkids, coach the little league team, take an extra family vacation, or work on building your family business.

Families with Businesses

DCC takes special interest in helping clients navigate the unique complexities of family businesses. Having worked with family in businesses all our life, we know engaging professionally with those you love may be the most rewarding achievement possible in business. We also know it can present distinct challenges. We help families achieve success with their entities by consulting on the financial aspects and working through the complexity – allowing you more time to think strategically, refine your craft, or grow the business.

To free you up to spend more time doing what you love with the people you love – and, less time worrying about your financial future. That’s why DCC exists.

Our Commitment to You

Dakota Coast Capital serves a fiduciary duty to our clients, which means your best interests always come first. We are a flat fee-only advisory firm – compensated solely by you, as our client. Additionally, we retain our independence from all other financial services firms and do not receive incentives to recommend a specific product or strategy. The result is that you receive unbiased, authentic advice.

To further enforce our commitment to you, we voluntarily hold ourselves accountable to the ethics and standards of conduct set forth from the following organizations:

  • NAPFA
  • CFP
  • Fee Only Network
  • XYPN

Our Guiding Principles.

We pride ourselves on offering our clients advice and solutions that are:

Customized

Every family’s financial situation is unique. We adapt our recommendations and solutions to fit your specific goals, not the other way around.

Objective

We approach information with integrity, intellectual honesty, and are open to wherever the evidence takes us. Simply put, we choose solutions that will provide you with the best chance of success.

Authentic

Your best interests always come first. With DCC, you always receive genuine, fiduciary advice. We act as your guide and confidant, provide unwavering assistance, and empower you to reach your desired financial future.

Sensible

Common sense is a cornerstone of our process. We believe in the power of financial science and the need for art to assess and implement that science in the real world.

Transparent

What you see is what you get. DCC offers an open book and collaborative philosophy in our client relationships. Though the financial services industry often overcomplicates financial planning and investing, we want you to fully understand our approach and the “why” behind what we do.

Aaron Olson, CFA, CFP®

Aaron Olson, founder and fee-only financial advisor at Dakota Coast Capital, provides guidance for your family’s finances and business interests. Aaron collaborates with you to organize your current financial condition, determine your goals, and create a roadmap to achieve those goals. He coordinates the implementation and monitoring of solutions to maximize the probability of financial success for you, your family, and your business.

Prior to founding Dakota Coast Capital, Aaron spent several years consulting with independent financial advisory firms while working at Dimensional Fund Advisors. During that experience, he honed his wealth management philosophy from many of the best minds in the capital markets and financial planning fields. He applies that philosophy daily in developing solutions for you and your family, while also drawing upon his lifelong experience working in his family’s agriculture business to help you navigate the financial complexities of a family business.

Aaron is a CFA® charterholder and a Certified Financial Planner™ professional. He received a Bachelor’s in Finance from Brigham Young University and an MBA from the University of Texas. He enjoys living in Phoenixville, Pennsylvania and travels back to his roots in South Dakota frequently. He can often be found behind a stroller (or double stroller) in Valley Forge National Park or on the Schuylkill River Trail with his wife and children.

Do You Need a Fresh Perspective?

We offer complimentary initial consultations and second opinions. Let's Talk