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FAQ 2017-12-19T22:17:43+00:00

FAQ

What is a Fiduciary? 2017-12-19T22:17:45+00:00

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.

 

What does fee-only mean? 2017-12-19T22:17:45+00:00

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.

 

What makes Olympia Ridge different? 2017-12-19T22:17:45+00:00

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.

What are your account minimums? 2016-06-26T20:23:44+00:00

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.