About Olympic Wealth Management
Seattle Financial Planner
Big Firm Resources, Small Firm Attention
Olympic Wealth Management is a privately-owned, independent Registered Investment Advisory (RIA) firm, serving affluent investors in Seattle, Bothell, Woodinville, Kirkland, Redmond, and surrounding areas. At the end of the day, our goal is to help you navigate the complex world of financial planning and safeguard your wealth for years to come.
CERTIFIED FINANCIAL PLANNER™ Eric Cumley founded Olympic in 2010 to bring clients the best of both worlds – a personalized, intimate experience typically found in smaller financial firms and access to industry connections that larger ones can provide.
We specialize in advising past and present Boeing employees and other successful corporate executives on investing, retirement planning, and everything in between. You can count on us to foster an environment of mutual trust, where your hard-earned investments are treated with the respect they deserve.
Our Mission
To provide well-established investors with reliable stewardship of their wealth in an unpressured environment of transparency and mutual trust.
Our Vision
To uphold our reputation as a top wealth management and financial planning firm in the Seattle area, helping affluent investors achieve their financial goals and plan for the future.
Our Core Values
Mutual Trust
With so much at stake, trusting the right firm with your life savings is paramount. This is why we relentlessly strive to build mutual trust and form meaningful relationships from day one.
Transparency
Our top priorities are remaining open and transparent in communicating with clients, ensuring they can access all the details they need to make well-informed decisions.
Exceptional Service
We don't take the privilege of working with our valued clients for granted. We promise to deliver exceptional, reliable service day in and day out.
Our Partners
At Olympic Wealth Management, we maintain two valued partnerships. Most RIA firms use institutional custodians to hold and safeguard their client’s investment securities. At Olympic, we partner with Charles Schwab & Co, Inc. for custody services.
A second strategic partnership exists between us and Envestnet Asset Management (also known as Olympic’s ‘Platform Manager.’) Envestnet provides Olympic with access to top-tier investments and portfolio managers. Additionally, Envestnet performs our firm’s quarterly billing functions and also generates quarterly performance reporting that is accessible to our clients through a secure, dedicated online portal.
Our Team
Our seasoned team of Seattle financial professionals are here to support all of your financial needs. From consolidating various investment vehicles to mapping out a retirement plan, we’ll be here for you every step of the way.
The Olympic Wealth Management Difference
Our exemplary reputation among Seattle investors and retirees is based upon several factors, including:
We’re a Fee-based Fiduciary
Since we are a fee-based fiduciary, we do not try to sell or recommend investment products to line our own pockets. We do not receive any commission on the purchase or sale of investment securities, so you can rest assured that all our financial guidance is borne out of serving your best interests. In fact, we are legally obligated by law to make decisions solely based on what is best for investors like you.
We’re Personable
We’re not a large corporation that never gets to know or meets our clients face to face. We are a local investment advisory firm that goes the extra mile to deliver personable customer service and form lasting relationships.
We’re Locally Owned and Operated
Our investment advisory firm office is located in suburban Bothell, 30 minutes NE of Seattle. We are proud to be a part of the local Eastside of Seattle community, helping our friends, family, neighbors, and long-term clients succeed. Best of all, you don’t have to worry about bumper-to-bumper traffic or paying for parking when you give us a visit.
We Have Unparalleled Experience
Our CFP®, Eric Cumley, uses his 20+ years of financial experience to provide clients with all the information and knowledge they need to make informed decisions. Thanks to his vast expertise, you can take the guesswork out of investing and financial planning.
We Strategically Invest
At Olympic Wealth Management, we don’t deal in higher-risk strategies like options, futures, penny stocks, and IPOs. We don’t pretend to be stock pickers or chase the latest trends. Instead, we engage reputable, third-party institutional portfolio managers to manage our client’s assets.
Ready to Start Managing Your Wealth?
Contact Your Seattle Financial Advisor Today!