Locally Grown

Edmonds Wealth Management

Financial guidance Unique to you

Wealth Management Services in Edmonds

Olympic Investment Group, based in Edmonds, WA, offers wealth management services tailored to the needs of individuals and families in throughout the region. Our expertise spans retirement planning, estate management, tax strategies, and investment advice, ensuring personalized strategies for each client. As experienced financial advisors in Edmonds, we are prepared to address complex financial challenges with tailored advice that aligns with our clients’ goals.

Edmonds private boat docks. Edmonds wealth management is available to the greater Edmonds community and beyond.

Independent & Local

Our Commitment To The Edmonds Community

Our work goes beyond financial advising. We are an active part of the Edmonds community. We believe in building lasting relationships not only with our clients but also within the community. Through our involvement in local charities, educational initiatives, and events, we contribute to the community’s growth and well-being. We value the support of the Edmonds community and strive to give back through stewardship and collaboration.

Strategies for Family Goals

Edmonds Independent Financial Advisors

At Olympic Investment Group, we are committed to providing financial guidance as neighbors and partners in Edmonds. For those seeking financial advisors who understand local needs and are dedicated to community well-being, we are here to help. Reach out to start a journey toward financial well-being and community engagement.

Meet YOUR Team

Let’s Get Started.

Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.

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Snow on the mountains in Olympic National Park