Olympic Wealth Management

Seattle Financial Planning

Meet Your Seattle Financial Planner

Olympic Wealth Management is a Seattle investment advisory firm with a mission to help established investors manage and invest their wealth in an environment of complete transparency and mutual trust. With our staff’s expertise and commitment to your best financial interests, you can easily consolidate your assets, strategically invest, and plan for a satisfying retirement.

About Olympic Wealth Management

Olympic Wealth Management is a privately-owned, independent Registered Investment Advisory (RIA) firm. We take pride in being small enough to give our clients the attention they deserve while still being powerfully connected to a network of expert financial resources. Since our inception in 2010, we’ve successfully guided affluent investors through a variety of different market environments to help them reach their financial goals.

Seattle Financial Planning Services

Investment Planning

We’re not about short-term fads or “do-it-yourself investing”. Olympic Wealth Management is here to help you develop a well-informed, long-term investing strategy.

Retirement Planning

Not sure if you can retire and still live the lifestyle you love? We can help you make an investment plan for retirement that allows you to enjoy the freedom and contentment you deserve.

Boeing Retirement

Are you a Boeing employee nearing retirement? We can craft a comprehensive retirement plan that meets (or even exceeds) your expectations.

Tax Planning

Time and time again, our Seattle financial planners have helped high-net worth investors lower their capital gains taxes and improve their after-tax returns.


Our CERTIFIED FINANCIAL PLANNER™, Eric Cumley, has decades of experience helping established investors navigate the complexities of wealth management, investing, and retirement planning. His goal is simple – to provide expert guidance in order to help your lifelong financial dreams come true.

Why Choose Us as Your Seattle Financial Advisor

There are several reasons why Olympic Wealth Management has an unparalleled reputation among successful investors in the Seattle area, including:

Fee-Only Fiduciary

As a fee-only fiduciary, we receive no commission and charge no hidden fees. 100% of our compensation comes from our Olympic Advisor Fee, which we are completely transparent and upfront about.

Personalized Investing

We know that every client's financial situation is different. That's why we take the time to understand your unique goals and priorities in order to provide you with the best possible financial plan.

Complete Transparency

We know you’re serious about your money. This is why we’re serious about ensuring you know exactly where your money is going and how it’s being handled. With Olympic Wealth Management, you have the assurance of complete transparency 100% of the time.

Decades of Experience

Our fiduciary financial advisor Eric Cumley, CFP®, has over 20 years of experience helping clients and their families realize their investment and retirement goals. He has helped countless clients in the Seattle, Bothell, Woodinville, Kirkland, and Redmond areas.

Premium Software

We utilize industry-leading retirement planning software, MoneyGuide. This software allows us to calculate and project dollar-specific amounts based on the exact holdings of your current investment plan.

Reliable Service

We know that entrusting someone with your wealth is no easy decision. This is why we are committed to our clients, striving to always respond to requests, questions, and concerns within 24 hours.

Seattle Financial Planning: What to Expect

Here’s an overview of what to expect when you make the smart decision to work with our financial planning firm in Seattle:

Investment Planning

01. Initial Consultation

This is when you and Eric first get to know each other. You’ll discuss your current financial situation, goals, and priorities. If you decide to move forward, you’ll submit financial documents via our online portal.

02. Second Consultation

Following Eric's review of your financial documents, he'll set up a second phone call to ask questions and finalize authorization for the dollar amount of your proposed investment plan.

03. Investment Proposal

Eric will carefully walk you through your proposed investment plan and address any questions you have.

04. Fund Investments

When you decide to invest with us, you’ll then open and fund a brokerage account with our custodian Charles Schwab & Co. Inc. This can include submitting for transfers from other financial institutions and/or requesting 401(k) rollover distributions from old retirement accounts.

05. Ongoing Guidance

After the elements of your investment plan have been purchased, you can count on Eric to be there for ongoing support and guidance.

Retirement Planning

01. MoneyGuide Integration

Eric will then integrate your investment accounts with MoneyGuide, our retirement planning software.

02. Retirement Planning Meeting

Following this MoneyGuide integration, you’ll meet with Eric to review your proposed retirement plan.

03. Ongoing Guidance

After your retirement plan is squared away, Eric is here to discuss your investment strategy or address any questions you may have at any point in time.

Seattle Financial Planning Success Stories

Our Seattle financial planner, Eric Cumley, CFP®, uses his 20+ years of wealth management experience to provide the very best results for his clients, helping them realize their short and long-term investment and retirement goals. Here are some of their stories.

Ready to Take Better Control of Your Wealth?

Contact Your Seattle Financial Advisor Today!