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6/14/2022 - Olympic Financial Advisors, LLC has reached full capacity and is not currently accepting new clients.
Welcome to Olympic Financial Advisors, LLC, a fee-only financial planning, retirement planning, and investment management firm serving clients with a minimum of $500,000 in investible assets in Port Townsend and surrounding areas. Successful financial planning and investment management takes time, talent, inclination and discipline. While many of us may have one or two of these traits, it’s rare that someone possesses all four. That’s where a financial advisor comes in. A good financial advisor will help you navigate your financial journey --- sometimes coaching through difficult decisions; at other times, illuminating the way forward with advice and guidance. Bill Beezley helps clients with a minimum of $500,000 in investible assets develop specific financial and life goals and then assist you in reaching those goals by providing:
Since the firm operates on a fee-only basis and neither sells products nor accepts commissions, our advice can remain completely objective. Contact us to schedule a no-cost, no-obligation 'Get Acquainted' phone call. We’ll talk about your financial situation, goals and philosophy towards money. If there is a mutual fit, we can set up a complimentary initial consultation meeting. We'll talk further about working together to help you achieve specific goals as well as overall financial well-being. |
Bill Beezley, RPA
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Olympic Financial Advisors, LLC (“OFA”) is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OFA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of OFA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of OFA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.