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.

The firm provides investment management and financial planning to individuals (including high‑net‑worth clients), foundations, nonprofits and corporate clients. Services include continuous, tailored portfolio management and written financial plans that address cash flow, retirement, college savings, employee benefits and related goals. Its investment approach blends fundamental analysis of issuers with a passive, asset‑allocation driven strategy, typically using index mutual funds and ETFs and occasionally a core‑and‑satellite structure with select active holdings. Portfolios are generally managed on a discretionary basis, reviewed at least quarterly, and emphasize long‑term allocation over market timing. Compared with many peers, the firm’s client mix explicitly includes charitable organizations and foundations, and it notes the practice of retaining legacy positions in client portfolios for tax or fit reasons. Operationally it recommends a single custodian platform (recently moved to Altruist), does not aggregate block trades, and provides a basic financial plan plus quarterly consulting for clients who meet its account threshold.

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.