Layton and Associates
“Stayed late on a Saturday for me to pick them up and came in Sunday so we could drop off the signed copies.”
Best Financial Advisors in Olympia, WA
15 firms listed · 13 in Olympia · 7 rated 4.5+
Data verified October 17, 2026
Stapp Wealth Management
“I myself am pleased with the company and would recommend them to friends as well as family.”
Kiley Juergens Wealth Management
Financial Advocates
“Great firm and a ton of resources!”
Sawston Wealth Management
Prentice Financial Planning
“Professionals that take the time to understand your goals and offer contempory strategies for investing.”
The 15 firms listed for Olympia, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Olympia, WA
Of the 15 firms we list here, 13 are in Olympia itself and 2 come from Tumwater (1, 4 mi) and Lacey (1, 5 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 23 reviews; 7 are rated 4.5 or higher. 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 offer payment plans. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 12 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Olympia listed here?
13 of the 15 firms are located in Olympia. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Byrne & Company Wealth Management
Steele Capital Management
Advitica Financial Planning
Retirement Strategies
Heart Financial Group
A Street Investments
Energy Efficiency Finance Corporation
Cameron Wealth Management
“They evaluate your whole financial picture and guides us towards our financial goals”
Cambridge Wealth Management
Why these companies made our list
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