Steward Partners Investment Advisory
46yrs
Top advisor by experience in Andover
25yrs
William Olson
Financial advisor at Eagle Strategies
Based in Andover, Massachusetts, William Olson is a fiduciary financial advisor with 25 years of industry experience. William has been with Eagle Strategies since 2025; before that, William spent less than a year at Raymond James Financial Services Advisors and seven years at Empower Advisory Group. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 128 advisors with offices in Andover, and one of 109 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience at Eagle Strategies
Office10 New England Business Center 2nd Floor, Andover, MA 01810
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowEagle Strategies LLCCurrent firm
- Dec 2024 – Jan 2025
- 2016 – 2023Empower Advisory Group, LLCPreviously
- 2012 – 2015Putnam Investment Management, LLCPreviously
- 2004 – 2010Ameriprise Financial Services, LLCPreviously
Contact William
(888) 695-3245Firm headquarters in New York, NY. Ask for William. 10 New England Business Center 2nd FloorAndover, MA 01810Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Eagle Strategies at (888) 695-3245 and ask for William Olson. William works from the Andover, MA office.
How long has William been a financial advisor?
William has been in the industry since 2001, about 25 years. Top 24% by experience at Eagle Strategies.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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