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 pr
oducts 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.
