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FAQ

As a fiduciary, I am legally required to put my clients’ best interests first. This means that you can feel confident that the advice you receive is not influenced by anything other than what I feel will benefit you the most.

 

As a fee-only financial adviser, I am only compensated by the fees that my clients pay for my advice. I do not sell products, nor receive commissions. This type of arrangement removes any conflict of interest that may occur when an adviser stands to gain from selling a certain type of product or recommending a particular investment.

 

At Olympia Ridge, we integrate all the financial areas in your life, including taxes, estate planning, and investment advice. Our holistic approach includes a wide range of services, and we understand that our clients will need these services to varying degrees.

We don’t like the idea that you have to meet minimum requirements to work with us, so we don’t have ANY account minimums.