Olympic Investment Group

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United States
Edmonds, WA
Olympic Investment Group

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Independent advisors offering tailored financial solutions in Edmonds, WA.

We focus on building lasting client relationships and providing strategic advice to navigate all stages of life, from wealth building to legacy planning. Our advisors are committed to practicing with the highest degree of integrity and ethics. James Clarke's professional accomplishments include the Accredited Investment Fiduciary (AIF) designation. As an independent firm, we have no proprietary products to sell or sales quotas to meet, which gives you the freedom to select from a broad array of investments products. We are supported by LPL Financial, the nation’s largest independent broker/dealer.* This relationship gives us access to extensive, professional research, plus leading tools, technology and resources that enable us to offer you personalized advice and investment recommendations. For a list of states in which we are registered to do business please visit www.olympicinvestment.com.

*As reported by Financial Planning magazine, June 1996–2021, based on total revenue.

09/22/2026

Your life is always moving forward—your financial plan should too.
Olympic Investment Group provides tailored wealth and financial planning for individuals and families across Edmonds and the greater Puget Sound region.
From long‑term retirement strategies to day‑to‑day financial clarity, we help you make informed decisions that align with your values and future vision.
Your goals are personal. Your plan should be too.
Let’s build long‑term confidence, together.
👉 Connect with an advisor today.

09/15/2026

Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expect. Learn more here: https://www.olympicinvestment.com/blog/an-early-birds-guide-to-year-end-planning-8-steps-to-review-before-q4/

08/26/2026

Protect today, preserve tomorrow. Explore life insurance and legacy planning options that support both your children and aging parents. Click here to learn more. https://www.olympicinvestment.com/blog/how-the-sandwich-generation-can-use-life-insurance-to-preserve-family-legacy/

08/24/2026

✨ Meet Crystal Beineke!
Crystal serves clients with a warm, relational approach and a strong commitment to helping them navigate financial decisions confidently. Her ability to simplify complex concepts makes her an invaluable guide for those planning their next chapter.
Crystal’s work reflects our belief that every financial plan should evolve alongside your goals and life transitions.

08/11/2026

Modern families face new risks—protect what matters most. Life insurance can help cover debts, care for dependents, and safeguard your family’s financial future. Get our Modern Family Protection Checklist and start planning today. https://www.olympicinvestment.com/blog/navigating-todays-risks-how-life-insurance-can-help-protect-modern-family-finances/

08/04/2026

Some of the most meaningful conversations don’t happen in an office—they happen around the table.
Summer gatherings, lake weekends, and family vacations bring multiple generations together in a way that everyday life rarely does. It can be the perfect time to gently start conversations about estate planning, wishes, and long‑term goals.
It doesn’t have to be complicated—just intentional.
Because clarity today can bring peace of mind for everyone tomorrow.

08/03/2026

🤝 Meet Andrew Brewer!
As a Financial Partner & Advisor, Andrew blends analytical insight with a highly personal touch. He is driven by helping clients make informed, purposeful decisions that support their long‑term vision.
Andrew exemplifies our independent, client‑centric approach — offering guidance tailored to each individual’s values and priorities.

07/07/2026

🌼 Meet Susan Beardsley!
Susan is often the first friendly voice clients encounter. Her exceptional care and attention ensure that every interaction feels personal, seamless, and aligned with our “people first” philosophy. She enjoys traveling, reading, kayaking, and pickleball.

07/03/2026

Wishing you a safe and joyful Fourth of July weekend! As we take time to celebrate with family, friends, and community, please note that the markets will be closed today, Friday July 3rd in observance of the holiday. We hope you enjoy a relaxing and meaningful weekend.

07/02/2026

At Olympic Investment Group, joy often comes from clarity, confidence, and meaningful life transitions. This month, we invite you to celebrate the moments — big and small — that bring light to your journey. What’s bringing you joy today?

Address

144 Railroad Avenue, Suite 301
Edmonds, WA
98020

Telephone

+14253126460

Website

http://www.olympicinvestment.com/

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