Eric Cumley, CFP® was presented with the prestigious Essential Advisor Award at the 2018 Advisor Summit hosted by Envestnet (NYSE: ENV) and Investment Advisor Magazine.
Cumley was selected from nearly 60,000 financial advisors nationwide who utilize the Envestnet platform.
Envestnet is a leading provider of advanced portfolio and wealth management solutions to financial advisors and their firms. With more than $1 trillion of investment assets under supervision, Envestnet currently supports 16 of the 20 largest banks, 43 of the 50 largest brokerage firms, and 500 of the largest Registered Investment Advisory (RIA) firms in the United States.
Investment Advisor Magazine is a prominent trade publication tailored to the financial services community.
“To have been chosen from such a vast number of advisors and financial institutions is by far the highest honor of my career,” said Cumley. The company he founded in 2010, Olympic Wealth Management LLC, is an independent RIA based in the Seattle-area suburb of Bothell.
Essential Advisor Award candidates are evaluated by an internal panel at Envestnet on a broad range of criteria including industry experience, professional certifications, investment philosophy, planning expertise, technology adoption and client service standards.
Envestnet President Bill Crager stated, “My colleagues and I are pleased to recognize Eric and how he embodies Envestnet’s commitment to bettering the wealth management industry.”