A complete list of active advisors currently associated with Olympus Peaks Financial, LLC

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

Olympus Peaks Financial provides ongoing portfolio management, pension consulting (including services for 401(k) and other employee benefit plans), and fee-based financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm reports roughly $141 million in assets under management across about 163 client accounts and offers both standard percentage‑of‑AUM billing and wrap‑fee program options. The firm documents client goals and risk tolerances in an Investment Policy Statement and generally seeks discretionary authority to implement those plans, with monthly account reviews and quarterly reporting. Investment methods combine fundamental and quantitative analysis, modern portfolio theory, and technical/charting techniques, and strategies can include long‑ and short‑term trading as well as options, ETFs (including precious‑metals ETFs), REITs, private placements and other non‑U.S. securities. What is noteworthy is the firm’s ongoing pension consulting practice for plan sponsors, an offering that is less common among independent advisers of this type. The firm also delivers a financial plan at no additional charge to ongoing portfolio management clients and participates in institutional custodian programs that provide research and operational support alongside its custody and wrap‑fee arrangements.

To learn more about the advisors currently working at Olympus Peaks Financial, 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.