Olympic Wealth Management
Bothell, WA
Olympic Wealth Management Joins Forces with Merit Financial Advisors Effective June 13th, 2025.
We are excited to announce the next phase of our firm, the merger of Olympic Wealth Management and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our Olympic Wealth Management team here or call us at 425.485.4700.
About Olympic Wealth Management
Olympic Wealth Management is a privately-owned, independent Registered Investment Advisory (RIA) firm, serving affluent investors in Seattle, Bothell, Woodinville, Kirkland, Redmond, and surrounding areas. At the end of the day, our goal is to help you navigate the complex world of financial planning and safeguard your wealth for years to come.
Eric Cumley founded Olympic in 2010 to bring clients the best of both worlds – a personalized, intimate experience typically found in smaller financial firms and access to industry connections that larger ones can provide.
We specialize in advising past and present Boeing employees and other successful corporate executives on investing, retirement planning, and everything in between. You can count on us to foster an environment of mutual trust, where your hard-earned investments are treated with the respect they deserve.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
