Olympic Financial Advisors, LLC

Overview

Olympic Financial Advisors, LLC is an independent, individual-owned registered investment adviser that serves individuals and families with fee-based wealth management. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating primarily on a percentage-of-AUM fee model and managing most client assets on a discretionary basis. Its stated activity profile shows it is not an active ESG investor and is not structured as a multi-state or pension-focused advisor. Investment activity shows a clear preference for pooled public vehicles — mutual funds/public funds are the single largest asset bucket — supplemented by targeted allocations to external real estate managers. The advisor’s scale and client base suggest a boutique practice that leans on third-party funds for core exposure while retaining discretion to implement account-level positioning and planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices