Welcome

Accelerate Financial Group provides a comprehensive range of investment management and retirement planning services to a diversified clientele that includes individuals, families and corporations. AFG is registered with the Commonwealth of Massachusetts under the Investment Advisors Act of 1940.
Our culture is based on the core principles of client-first service, true independence and best-practices in wealth management.

Principles & Culture

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COMPANY CULTURE & THE VALUE OF INDEPENDENT ADVICE

Accelerate founder David Olsen, ChFC, CLU, discusses his experience and why the firm is organized as an independent Registered Investment Advisor. As a fiduciary, we are bound to know our clients and act in their best interest.

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SIMPLIFY YOUR FINANCES WITH A CONSOLIDATED VIEW

Access your financial plan 24x7, with real time updates from all of your accounts, in one convenient place. Your secure, personal portal is a great way to stay organized and collaborate with Accelerate Financial.

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INSIGHTS & RESOURCES

Access a collection of articles and download white papers from across the industry. Gain insight into how we operate and best serve our clients. You can also examine links to other websites that you may find useful.

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Our Services

Comprehensive Financial Planning

We’ll have a one-on-one meeting to understand your personal concerns and priorities. For many clients, we start by developing a customized financial plan which informs your investment and retirement planning strategy. Our wealth management process has four key phases:

  • Understanding your priorities
  • Detailed action plan
  • Implementation
  • Engage and review

Investment Planning and Portfolio Management

Recognizing that our primary objective in managing assets is to meet your specific goals, our investment approach focuses on creating a diversified portfolio that reflects your investment expectations, risk preferences, tax situation and cash needs. Based on our investment objectives and beliefs, we combine our insights with your customized investment portfolio to help achieve your specific goals outlined in your financial plan.

  • Investment objectives
  • Investment Philosophy
  • Portfolio Construction
  • Transition To TD Ameritrade

Second Opinion Service

Accelerate Financial provides an unbiased second opinion service to you at no cost. This valuable resource can help you evaluate important financial decisions and decide if we have a basis for working together. This service provides the same expertise and guidance that our clients’ have come to expect.

What to Expect
If our initial consultation suggests a good fit, we’ll move forward and schedule a Plan Of Action meeting. If we confirm that you are on track to meeting your goals and your current financial advisor has properly implemented your plan, you’ll have greater peace of mind knowing you had a unbiased, qualified second opinion. If needed, we will suggest ways in which we can help. Either way, you will receive a personalized analysis of your current situation—a value that is commonly in excess of $2,000.

Coordination With Other Providers
We understand you may be working with other advisors, such as accountants, estate attorneys or insurance agents. Staying abreast of these various services can be complicated. We can simplify your finances by providing a consolidated view of your other accounts and coordinating with your other advisors.

Contact Accelerate

Accelerate Financial
35 Harrington Ave.
Shrewsbury, MA 01545

Are You Ready For Retirement?