Find a Financial Advisor in Olympia, WA

 

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We did the hard work of finding trustworthy partners in Olympia, WA.

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We Only Work With The Best Olympia Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Olympia, WA


  • Financial Advisor Close to Olympia, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Olympia, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Olympia, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Olympia financial advisors.
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How Retirement-Friendly is Olympia, WA?

  • Population: 51,534
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $309,000
  • Average Monthly Housing Cost: $1,210
  • Average Household Income: $78,809
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)



The Top Financial Advisor Firms in Olympia, WA

 

FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC

Website

(360) 866-2345

1601 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-116903
Years in Business: 2 years

FINANCIAL ADVOCATES ADVISORY SERVICES

Website

(360) 866-2345

1601 Cooper Point rd Nw

Olympia, WA 98502

SEC#: 801-110695
Years in Business: 4 years

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Website

(360) 350-4747

2409 Pacific Ave Se

Olympia, WA 98501

SEC#: 801-70467
Years in Business: 12 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1601 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-71546
Years in Business: 11 years

BWM ADVISORY LLC

Website

(480) 336-2511

400 Union Se, Ste. 200

Olympia, WA 98501

SEC#: 801-108290
Years in Business: 0 years

BWM ADVISORY LLC

Website

(480) 336-2511

400 Union Se, Ste. 200

Olympia, WA 98501

SEC#: 801-108290
Years in Business: 0 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 866-2345

1603 Cooper Point Road Nw

Olympia, WA 98502

SEC#: 801-71546
Years in Business: 11 years

 


Olympia, WA Financial Advisor FAQs

Ask friends for referrals or contact your bank branch to ask about advisors they are partnered with.
The first step is to find an advisor who will take the time to get to know your situation.
The amount an advisor costs will differ depending on what services are needed.
A financial advisor helps people to make the best possible decisions about their money and assets.