Independent advisory Olympic Investment Group operates as an independent wealth management and financial advisory firm backed by LPL Financial, presenting a sales opportunity to position collaborative custody or platform partnerships that emphasize unbiased guidance and access to a broad range of products.

Wealth focus With a client base of high-net-worth individuals, families, and business owners in the Pacific Northwest, there is potential to offer advanced planning services such as tax-efficient investing, estate and legacy planning, and comprehensive retirement and succession strategies tailored to affluent clients.

Tech stack Utilizes a modern tech stack including AWS, WordPress, HubSpot Analytics, Hotjar, and Datadog, indicating openness to digital marketing, client experience optimization, and data-driven advisory workflows; a fit for partnerships around client onboarding, CRM enhancements, or cybersecurity/compliance services.

Growth signals Revenue range of one to ten million and a small team size suggest opportunities to expand through scalable services, onboarding additional high-net-worth clients, and potentially offering family office models or outsourced chief investment officer (OCIO) solutions as the firm grows.

Regional focus Based in Edmonds, Washington with Pacific Northwest coverage, presenting a chance to collaborate on regional financial education initiatives, local networking, and cross-referrals with complementary professionals (estate planners, CPAs, attorneys) to deepen client relationships.