Olympic Investment Group

Olympic Investment Group 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 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.

🎉 Join us in congratulating Naveen on passing the Series 7 exam!This achievement reflects his dedication, discipline, an...
06/01/2026

🎉 Join us in congratulating Naveen on passing the Series 7 exam!
This achievement reflects his dedication, discipline, and commitment to serving our clients at the highest level. We’re proud to have you as part of the Olympic Investment Group team and excited for what lies ahead, Naveen!

Today we honor and remember the brave men and women who gave everything in service to our country.Our office and markets...
05/25/2026

Today we honor and remember the brave men and women who gave everything in service to our country.
Our office and markets are closed today in observance.

👋 Meet the Team!Today we’re spotlighting Jake, who brings positivity, expertise, and genuine care to every client conver...
05/15/2026

👋 Meet the Team!
Today we’re spotlighting Jake, who brings positivity, expertise, and genuine care to every client conversation.

To all the moms, grandmothers, and mother figures who make the world brighter — we celebrate you today. We’re proud to s...
05/10/2026

To all the moms, grandmothers, and mother figures who make the world brighter — we celebrate you today. We’re proud to support families as they plan for the futures they envision.

Meet the Team!This week we’re spotlighting Naveen. As a Client Relationship Associate, Naveen is passionate about buildi...
05/08/2026

Meet the Team!
This week we’re spotlighting Naveen. As a Client Relationship Associate, Naveen is passionate about building strong, lasting relationships and delivering exceptional service to our clients. A true team player, he brings the same enthusiasm to the golf course in the summertime or on long walks with his puppy, Peaches.

Olympic Investment Group is honored to be named to the Forbes | SHOOK 2026 Best‑in‑State Wealth Management Teams list—ma...
05/06/2026

Olympic Investment Group is honored to be named to the Forbes | SHOOK 2026 Best‑in‑State Wealth Management Teams list—marking our first time receiving this distinguished national honor. This recognition reflects the rigor of the Forbes | SHOOK evaluation process, which assesses firms on best‑practice excellence, client retention, industry experience, and quantitative performance indicators. Most importantly, it affirms our team’s unwavering commitment to serving families with integrity, care, and a standard of excellence that guides everything we do at Olympic Investment Group.

Your financial future deserves a strategy—not guesswork.At Olympic Investment Group, we help Edmonds families and profes...
05/05/2026

Your financial future deserves a strategy—not guesswork.
At Olympic Investment Group, we help Edmonds families and professionals build clear, personalized financial plans designed to grow with you.
Whether you're preparing for retirement, navigating major life changes, or looking to invest with confidence, our advisors are here to guide you every step of the way.
Smart planning starts today.
Let’s create a path that supports your goals, protects your assets, and gives you peace of mind for the years ahead.

At Olympic Investment Group, we’re always inspired by the long view — in nature and in planning. Today is a great remind...
04/22/2026

At Olympic Investment Group, we’re always inspired by the long view — in nature and in planning. Today is a great reminder that steady, intentional decisions can lead to beautiful long‑term growth. What’s your favorite way to enjoy the outdoors this time of year?

Taxes play a big role in long‑term planning. That’s why we help clients think beyond April 15 — focusing on strategies t...
04/15/2026

Taxes play a big role in long‑term planning. That’s why we help clients think beyond April 15 — focusing on strategies that support their goals today and well into the future. As independent advisors, we tailor each approach to your personal needs.

Address

144 Railroad Avenue, Suite 301
Edmonds, WA
98020

Telephone

+14253126460

Website

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