Rooted, Experienced, Independent
About the Firm
Always in your corner
Financial Advice TAilored To You
At its essence, a financial advisor is more than just a counselor. They are navigators, sounding boards, and co-pilots who aim to ensure that your financial voyage is both rewarding and tailored to your unique aspirations.
To that end, Olympic Investment Group is an independent team of financial advisors committed to customized client service at every stage.
Unlike advisors who are tied to the interests of a corporate institution, we take a relational approach to wealth management, believing that success is defined at the level of the individual, and every account, every decision should be managed accordingly. Our position as independent advisors allows us to do just that, giving us room to see every client as a unique story.
Principles matter
Our Values
Our values define and direct our work. They are the foundation of our commitment to our clients, and they are held by every member of the Olympic Investment Group team.
We are locally rooted and committed to putting people first. From the clients we serve to the community we live and work in, we believe that serving our neighbors comes first, always.
When it comes to navigating financial decisions, experience matters. Our team brings decades of combined experience in wealth management, recognized certifications, and a commitment to ongoing growth. We have the knowledge to help you with all your estate planning, asset allocation, and retirement planning needs.
As an independent firm, we have no proprietary products to sell or sales quotas to meet, which gives you the freedom to select from a broad array of investment products. We are supported by LPL Financial, the nation’s largest independent broker/dealer.* This relationship gives us access to extensive, objective research, plus leading tools, technology and resources that enable us to offer you objective advice and investment recommendations.
*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
