Welcome to Olympic Financial Advisors, LLC, a fee-only financial planning, retirement planning, and investment management firm serving clients with a minimum of $500,000 in investible assets in Port Townsend and surrounding areas. Successful financial planning and investment management takes time, talent, inclination and discipline.
While many of us may have one or two of these traits, it's rare that someone possesses all four. That's where a financial advisor comes in. A good financial advisor will help you navigate your financial journey --- sometimes coaching through difficult decisions; at other times, illuminating the way forward with advice and guidance.
While many of us may have one or two of these traits, it's rare that someone possesses all four. That's where a financial advisor comes in. A good financial advisor will help you navigate your financial journey --- sometimes coaching through difficult decisions; at other times, illuminating the way forward with advice and guidance.
Services
Bill Beezley is principal of OFA, an independent, fee-only financial planning and investment management firm located in Port Townsend, WA. His passion is financial education --- informing others about the importance of saving and investing for financial goals.
He founded OFA after recognizing a need for unconflicted, fee-only financial advice, straight-forward fiduciary guidance and common-sense investing principles backed by industry and academic research.Prior to founding OFA, Bill spent 21 years in the financial services industry with UMB Bank, n.a., American Century Investments, J.P. Morgan Retirement Plan Services and TBC, an Ascensus Company.
He founded OFA after recognizing a need for unconflicted, fee-only financial advice, straight-forward fiduciary guidance and common-sense investing principles backed by industry and academic research.Prior to founding OFA, Bill spent 21 years in the financial services industry with UMB Bank, n.a., American Century Investments, J.P. Morgan Retirement Plan Services and TBC, an Ascensus Company.
Reflecting our sometimes complex financial lives, the investment advisory business has evolved from a traditional money management service to a broad array of offerings. These may include financial planning, estate planning, tax considerations related to investments, family budgeting, investment management and more.
An effective and beneficial client-advisor relationship requires several important elements. First and foremost is mutual trust. The client must know that the advisor has placed his/her best interests above all else---even the advisor's own interests. This is the foundation of 'fiduciary responsibility.'
Olympic Financial Advisors, LLC utilizes a transparent, fee-only structure designed to accommodate a variety of portfolio sizes. We earn no commissions on sales, nor do we receive any additional forms of compensation beyond the published fee, below. Investment management fees are based on a percentage of Assets Under Management (AUM) and are applied quarterly, in arrears.
Independent fee-only financial planning, retirement planning, and wealth management for clients with at least $500,000 in investable assets. Olympic Financial Advisors, LLC is a boutique firm providing a high level of service to a limited clientele. We do not charge for ongoing client telephone calls or face-to-face consultations.
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