Five Star award winners Olympic Investment Group

PROFESSIONAL PROFILE

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Olympic Investment Group

144 Railroad Ave Ste 301

Edmonds, WA 98020

Office: 425-312-6463

oig@olympicinvestment.com
www.olympicinvestment.com

Professional Approach

Olympic Investment Group is an independent team of financial advisors committed to customized client service at every stage. Our approach is deeply relational, focusing on the individual journey of each client. Our team leverages decades of financial experience to help clients navigate life’s winding road. Our commitment goes beyond mere transactions. We’re focused on fostering long-term relationships, guiding you through the intricacies of financial planning and investing with an eye to your goals. Whether you’re navigating career milestones, family changes, or planning for retirement and beyond, we’re here to work towards ensuring your financial strategy serves you. Schedule a meeting with an Olympic Investment Group advisor today to discover how our customized, independent approach to wealth management can make a difference in your life. Let’s work towards building your future together.

Jim Clarke

Financial Advisor

Phone: 425-312-6460

Jim has been reducing client anxieties about the markets through financial planning, strong relationships, and championing independence since 1995. He loves the outdoors and reading.

Crystal Beineke

Financial Advisor

Phone: 425-312-6460

Crystal specializes in financial planning for individuals and families, helping them work towards building generational wealth and navigate life’s transitions. She takes pride in serving as a true fiduciary in advisory relationships, and she enjoys traveling, family time, and being a rowing mom.

Andrew Brewer

Financial Advisor

Phone: 425-312-6460

Andrew has been a student of the market since getting licensed in 2004, focusing on investment theory, portfolio construction, and risk management to pursue client goals. He enjoys golf and pouring into his four children.

See Accomplishments

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 11/04/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3468 Seattle-area wealth managers were considered for the award; 214 (6 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,439, 106, 3%%, 2/1/25, 5/15/24 - 11/29/24; 2024: 3,339, 260, 8%, 1/1/24, 6/7/23 - 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 - 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 - 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 - 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 - 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 - 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 - 11/18/16; 2016: 1,678, 412, 25%, 12/1/15, 5/12/15 - 10/30/15; 2015: 2,023, 530, 26%, 1/1/15, 5/12/14 - 10/30/14; 2014: 2,649, 424, 16%, 3/1/14, 5/12/13 - 10/30/13; 2013: 2,732, 664, 24%, 1/1/13, 5/12/12 - 10/30/12; 2012: 2,697, 682, 25%, 1/1/12, 5/12/11 - 10/30/11.

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Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Olympic Investment Group is not a registered broker-dealer or investment advisor.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.