Olympic Financial Advisors, LLC
  • Home
  • About
    • Our Clients
    • Fees
    • Why We Are Different
    • Investment Philosophy
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Institutional Investment Management
    • Retirement Plan Employee Education
  • Resources
    • Client Links
    • Forms
  • Contact

Why we are different

Independent fee-only financial planning, retirement planning, and wealth management for clients with at least $500,000 in investable assets.

Olympic Financial Advisors, LLC is a boutique firm providing a high level of service to a limited clientele.  We do not charge for ongoing client telephone calls or face-to-face consultations.  We're available to assist with a variety of personal finance questions, acting as a trusted partner for our clients.  Our services are available to new clients with a minimum of $500,000 in investible assets.

  • Fee-only:    Olympic Financial Advisors, LLC is fee-only. That means our only compensation is from the client. This helps avoid inherent conflicts of interest which may arise in a commission-based relationship.
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  • Financial planning...with education:    Unfortunately, the financial industry is rife with industry-speak and technical language. We believe that a better-educated client will be better-armed to make good decisions; whether those include staying the course through difficult financial markets, or simply being able to tune out the Wall Street marketing machine and focus on time-tested investments.  That's why we provide a healthy dose of education with our advice and recommendations.  We want you to understand why we're taking a particular course of action.
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  • The Fiduciary responsibility :   OFA is a Registered Investment Adviser, not a stockbroker.  This means we act in a Fiduciary capacity and are legally bound to act in good faith and in the best interest of the client.
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  • Independent:   Because Olympic Financial Advisors, LLC is not affiliated with or a subsidiary of any other firm, we are free to make recommendations from all possible sources. This allows us to recommend what is truly in your best interest.

​​Contact us today to schedule a complimentary initial meeting to discuss your situation and goals.

  • Home
  • About
    • Our Clients
    • Fees
    • Why We Are Different
    • Investment Philosophy
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Institutional Investment Management
    • Retirement Plan Employee Education
  • Resources
    • Client Links
    • Forms
  • Contact