Olympic Wealth Management

Olympic Wealth Management

Eric Cumley launched Olympic as an independent RIA in 2010, targeting a client base he saw as systematically overlooked by generalist wealth managers. The firm built its practice around past and present Boeing employees, along with other corporate executives in the Seattle-Bothell-Woodinville corridor. That tight industrial focus produced a client roster weighted toward a single employer's stock plans, pension elections, and career-transition events. Olympic's investment posture operated inside a standard RIA framework: financial planning, retirement modeling, and discretionary portfolio management for individual and high-net-worth clients. The firm also advised pension and profit-sharing plans. Its website cited tools for market analysis and client education, but it did not advertise direct private-markets deal flow, fund commitments, or balance-sheet co-investment activity. Geographic concentration remained in Washington State's Puget Sound region, with no disclosed international footprint. The firm remained intentionally lean. Public materials do not disclose AUM, total assets under advisement, or headcount. In June 2025, Olympic Wealth Management merged with Merit Financial Advisors, a larger registered investment advisory platform. The firm stated that its local team, office, and resources would remain in place under the Merit umbrella, with clients gaining access to expanded support services. Olympic's structural differentiator was never scale—it was density of institutional knowledge inside a single employer ecosystem. Few RIAs build a practice as explicitly tied to one corporation's retirement cycle. The Merit merger now wraps that narrow expertise inside a broader fiduciary entity, but the long-term question for allocators tracking this lineage is whether the Boeing-specific edge outlasts the founder's day-to-day involvement.