A complete list of active advisors currently associated with Olympic Financial Advisors, LLC

Warmer can help you find a great advisor at Olympic Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Olympic Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Beezley	Port Townsend, WA	10

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