Investing in What Matters
Giving Back
Deeply rooted
Committed to Edmonds
Investment goes beyond portfolios and financial plans. It’s about investing in the fabric of our community, nurturing relationships that extend beyond the confines of business transactions. Our dedication to the Edmonds and greater Western Washington region is a testament to our belief in the power of community and the impact of collective well-being.
Planting Seeds
Stewardship And Generosity
Our approach to financial advising is grounded in the principles of stewardship and generosity. We see ourselves as custodians of not only our clients’ financial futures but also the communal well-being of our neighbors. By fostering a culture of giving back and supporting local initiatives, we aim to contribute to the vibrancy and resilience of the place where we live and work. Our involvement extends from local charities to educational programs, embodying our commitment to sow into the community that has supported us.
Investing In Values
At the heart of our practice is a commitment to values-driven investment. We understand that true wealth encompasses more than financial assets. It includes the richness of relationships, the health of our community, and the legacy we leave behind. Our team is dedicated to guiding our clients through every significant life moment, with the goal of ensuring that their financial strategies not only meet their goals but also reflect their values and contribute to the broader well-being of Edmonds.
We invite you to join us in this journey of financial stewardship and community engagement. Let’s work together to build not just wealth, but a legacy of generosity and community support. Contact Olympic Investment Group today to learn more about how we can partner with you in your financial journey and in fostering the growth of our community.
Third parties listed are not affiliated with Olympic Investment Group or LPL Financial.
