Independent fee-only financial planning, retirement planning, and wealth management for the affluent---and those still on their way
Many financial planning firms are unable to serve a less affluent clientele because they’ve determined it isn’t economically feasible. Some firms won’t work with individuals who have less than $250,000 or even $500,000 in investible assets.
Olympic Financial Advisors, LLC recognizes that today’s individual with fewer assets may still be on their way to becoming tomorrow’s millionaire and will need advice and guidance to successfully make that journey. That’s why we’ve purposefully designed several tiers to our offerings to serve both traditional clients and those who are still on their way to affluence.
Contact us today to schedule a complimentary initial meeting to discuss your situation and goals.
Many financial planning firms are unable to serve a less affluent clientele because they’ve determined it isn’t economically feasible. Some firms won’t work with individuals who have less than $250,000 or even $500,000 in investible assets.
Olympic Financial Advisors, LLC recognizes that today’s individual with fewer assets may still be on their way to becoming tomorrow’s millionaire and will need advice and guidance to successfully make that journey. That’s why we’ve purposefully designed several tiers to our offerings to serve both traditional clients and those who are still on their way to affluence.
- 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.
- 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 you're taking a particular course of action.
- 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.
- 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.