Olympia Wealth Management

The firm is an independent, single-adviser wealth management practice that serves individuals and families as well as corporate and institutional clients, including qualified retirement plans. Its services include discretionary portfolio management, financial planning and consulting, and plan-level ERISA services including both limited 3(21) advisory work and full 3(38) investment manager responsibilities and pension consulting.

The firm’s investment process draws on fundamental analysis, modern portfolio theory and technical/charting methods to build asset allocations aligned with each client’s goals, time horizon and risk tolerance; the adviser operates with discretionary trading authority and conducts periodic (typically quarterly) account reviews. With a small client roster and roughly $20 million in discretionary assets under management, the practice emphasizes customized portfolios, rebalancing and tax-aware monitoring for individual and plan accounts.

A distinctive feature is the firm’s affiliation with an accounting practice — the principal also provides accounting and tax-preparation services and maintains a licensed insurance practice — relationships that are disclosed and managed as potential conflicts. It is also unusual for a solo independent adviser to combine individual wealth management with formal pension consulting and institutional/plan-level portfolio management (including acting as a 3(38) fiduciary), which the firm explicitly offers.