Olympic Investment Group
Financial ServicesWashington, United States2-10 Employees
Olympic Investment Group is an independent wealth management and financial advisory firm in the financial services industry, based at 144 Railroad Avenue Suite 301 in Edmonds, Washington. The firm has a small team of 2-10 employees and serves high-net-worth individuals, families, and business owners throughout the Pacific Northwest. It operates as an independent firm supported by LPL Financial, enabling unbiased advice and comprehensive financial strategies without proprietary products or sales quotas. Its services encompass retirement planning, estate and legacy strategies, tax-efficient investing, and business succession planning. The company emphasizes a client-centric approach, aiming to build customized plans that align with clients' values, goals, and unique circumstances, and to maintain professionalism and integrity in client relationships.