Olympic Investment Group Employee Directory

Financial ServicesWashington, United States2-10 Employees

Olympic Investment Group is an independent wealth management and financial advisory firm based in Edmonds, Washington. With a focus on long-term financial planning and client success, we serve high-net-worth individuals, families, and business owners throughout the Pacific Northwest. As an independent firm supported by LPL Financial, the nation’s largest independent broker-dealer*, we provide unbiased advice and comprehensive financial strategies without the limitations of proprietary products or sales quotas.
Our experienced team offers a full range of wealth management services, including:
•	Retirement planning
•	Estate and legacy strategies
•	Tax-efficient investing
•	Business succession planning
We believe that effective financial guidance starts with understanding our clients’ values, goals, and unique circumstances. This client-centric approach allows us to build customized strategies that evolve as our clients’ lives change.
We are committed to professionalism, integrity, and building lasting relationships. Whether navigating life transitions or pursuing long-term aspirations, we strive to provide the clarity and confidence our clients need to achieve their financial objectives.

*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.

Find Olympic Investment Group employees' phone numbers or email addresses

Olympic Investment Group Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Olympic Investment Group's Leadership

  • Stylized image of a person
    J. C. C.
    Principal, Senior Financial Advisor
    Phone icon

Olympic Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from Olympic Investment Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C. C.
    Principal, Senior Financial Advisor
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Olympic Investment Group known for?

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Olympic Investment Group operates in the Financial Services industry. The company's main headquarters is located in 144 Railroad Avenue Suite 301 Edmonds, Washington 98020 United States; you can contact the main corporate office by phone at . Explore Olympic Investment Group's company overview page for more information.

What is Olympic Investment Group's most common email format?

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Olympic Investment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Olympic Investment Group email formats with LeadIQ.

How many employees does Olympic Investment Group have currently?

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Olympic Investment Group has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Olympic Investment Group's key employees and leadership?

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As of February 2026, Olympic Investment Group's key employees include:

  • Principal, Senior Financial Advisor: J. C. C.

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