Olympia Ridge, LLC. / Financial Advisor in Rochester, Michigan

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - This means that we do not accept commission compensation or kickbacks from any party for anything. Our clients compensate us directly for our advice and services using either an easy monthly or quarterly retainer, or if more convenient, on a project basis. No conflicts of interest!! We hold ourselves to the highest fiduciary standard. Period.
We believe in Functional Financial Planning - Functional Financial planning is the practice of ensuring that personal finances function within each client's lives. What works for one client may not necessarily be the best solution for another client.
Who can we help the most? Generation X Self Employed Business Owners Busy Professionals People Nearing Retirement

Specialties

Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.032 secs on 11/24/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode