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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Financial Advocates

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Olympia, WA
Financial Advocates

Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and

Financial Advocates was established a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Today, Financial Advocates is powered by LPL Financial and serves as a financial advisor’s primary ally. We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. We help advisors elevate their practice, experience

greater choice, and build their legacy. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors. At Financial Advocates, we believe collaboration is the foundation of support. We work with financial advisors to build a customized service plan that meets their needs. With Financial Advocates you are independent, but never alone.

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

02/16/2026

Honoring Presidents’ Day by reflecting on leadership, service, and the vision that shapes our country.

12/31/2025

As we close out the year, we're grateful for the partnerships, growth and possibilities we've shared together. Here's to a bright and successful 2026.

12/22/2025

Happy Holidays! May your season be filled with warmth, happiness, and time spent with those who matter most.

11/27/2025

Wishing you a wonderful Thanksgiving filled with good food, great company, and gratitude. We're thankful for our community today and every day.

11/11/2025

Honoring all who served. We thank you.

09/01/2025

Happy Labor Day from Financial Advocates! Today we celebrate the dedication, hard work, and contributions of workers everywhere. Wishing you a safe and restful holiday!

08/14/2025

What an incredible week at the ! From connecting with our amazing advisors and LPL colleagues, to rocking out at the Maroon 5 concert, to hearing all the exciting LPL updates, it was a perfect mix of connection, learning, and fun. A huge thank you to the inspiring speakers who shared valuable insights and helped make this event such a success. We’re heading home energized and ready to put these ideas into action!

02/12/2025

Are you an advisor looking to grow through entrepreneurial growth opportunities? Join us for our GROW Workshop on Tuesday, March 4, at the Davenport Safari Room in Spokane. Learn how to scale your practice, connect with fellow advisors, and explore new opportunities—all in an engaging and inspiring setting. Reserve your seat now! https://financialadvocates.com/event/spokane-regional-meeting/

02/10/2025

Looking to take your practice to the next level? Join us for our GROW Workshop on Tuesday, February 25, at the Golf Club at Newcastle. This event is designed for advisors seeking entrepreneurial growth opportunities, with expert insights, networking, and stunning views. Don’t miss it! Register now. https://financialadvocates.com/event/seattle-regional-meeting-feb-march-2025/

02/06/2025

Advisors, are you ready to GROW? Join us for our exclusive GROW Workshop on Thursday, February 27, at McMenamins Kennedy School in Portland. Expand your business, connect with peers, and gain valuable insights—all in a unique and historic setting. Sign up today! https://financialadvocates.com/event/portland-regional-meeting/

02/04/2025

Are you an advisor looking to grow through entrepreneurial growth opportunities? Join us for our GROW Workshop on Thursday, February 19, in beautiful Napa Valley. This workshop aims to help advisors, and their teams evaluate where they are in the GROW cycle and prepare for the next steps. We will share the step-by-step process that will help you take your growth opportunities across the finish line. We will share advisor best practices with specific success stories from our GROW campaign. Save your spot today! https://financialadvocates.com/event/napa-regional-meeting/

02/03/2025

We had a fantastic few days in Monterey and Pebble Beach with our Advisor Council, filled with valuable discussions and great company. A huge thank you to Franklin Templeton for hosting us at the AT&T Pebble Beach Pro-Am—it was an incredible experience! We appreciate our Advisor Council members for their time, insights, and thoughtful input. Looking forward to what’s ahead!

Address

Olympia, WA

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://financialadvocates.com/

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