Explore Financial Advisors Serving Bothell, WA

Olympic Wealth Management is a Seattle-area financial advisory firm specializing in wealth management, retirement planning, and investment strategies for affluent individuals. Founded in 2010, we combine personalized service with industry expertise to guide clients through life's financial transitions. Our merger with Merit Financial Advisors in 2025 expands our capabilities while maintaining local, client-centered service.

Investor Resources is a registered investment advisory firm specializing in portfolio management, wealth management, and investment analysis. Since 1990, we have provided fee-based financial planning services using our proprietary RPM System, which combines price and momentum analysis for adaptive asset allocation. Our team of Certified Financial Planners and Accredited Investment Fiduciaries serves clients in Washington, Arizona, and Texas with personalized investment strategies focused on risk management and market trend analysis.

Sound Investment Strategies is a fee-only Registered Investment Advisor (RIA) in Bothell, WA, specializing in personalized financial planning and investment management. We help clients achieve long-term financial goals through tailored strategies like MAAP and Fixed Income portfolios. Our transparent, client-centric approach prioritizes your best interests while navigating market volatility and life transitions.