Olympic Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, foundations, nonprofits, and business entities. The firm manages both discretionary and non‑discretionary accounts and develops individualized investment policy statements and written financial plans tailored to each client’s circumstances.
Investment decisions are guided by a combination of fundamental analysis and a passive, asset‑allocation focused philosophy that typically uses low‑cost index mutual funds and ETFs, with a core‑and‑satellite approach for select active holdings. Portfolios emphasize long‑term allocation, tax efficiency, and limited trading, and client accounts are reviewed at least quarterly.
The firm’s client mix and service package are noteworthy for a firm of its size: it explicitly serves charitable organizations and nonprofit clients, and provides a basic financial plan plus one hour of quarterly consulting at no additional charge to investment clients maintaining $500,000 or more under management. Operationally, the firm implements trades on an individual account basis rather than block trading, recommends (but is unaffiliated with) a specific custodian, and does not vote client proxies.
Client services
Expertise
Fee options
$0 - $500,000: 0.85% $500,001+: 0.70%
Account minimum: $500,000
Main office
Port Townsend WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Beezley, William Patrick · Ofa · Olympic Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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