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.