Top passive / index investing financial advisors working with high-net-worth individuals in Tacoma, WA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have a high net worth and want to grow your wealth steadily, passive or index investing can be a good fit. The main risk is picking an advisor who treats it like a quick trade strategy instead of a long-term, low-cost approach.
- Tax-aware planning. Ask how they handle Washington's unique tax rules, including the 7% capital gains tax on large gains, to avoid surprises.
- Portfolio simplicity. Confirm they focus on broad market funds rather than frequent trading or niche picks that increase costs.
- Risk alignment. Make sure they tailor your investments to your comfort with market ups and downs, not just your account size.
- Fee transparency. High-net-worth investors should understand how fees affect returns over time; ask for clear explanations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Julie W
CFP®, Series 63, Series 65
Tacoma, WA
Julie A. Wurst, CFP, LLC
Julie Wurst specializes in passive and index investing for high-net-worth clients in Tacoma, emphasizing a globally diversified, low-cost approach using index mutual funds and ETFs tailored to client risk tolerance. Her firm offers flat-fee planning and consulting, and with 11 years of experience and CFP® certification, she also provides expertise in cash flow, college savings, and estate planning, distinguishing her from advisors focused solely on investment management.
Experience: 11 years
Avg account: $2,866,290
-
Matthew K
Series 66
Tacoma, WA
MKT and Associates LLC
Matthew Keefe specializes in passive and index investing for high-net-worth clients in Tacoma, WA, leveraging 25 years of experience and a Series 66 designation. His firm, MKT and Associates LLC, offers discretionary portfolio management with client-specific strategies using fundamental and quantitative analysis, differentiating him with a negotiable fee structure up to 1.75% annually and a broad investment approach beyond just passive funds.
Experience: 26 years
Avg account: $2,550,474
-
Craig D
CFA®, Series 65
Gig Harbor, WA
Harborview Asset Management LLC
Craig Davis specializes in passive and index investing tailored for high-net-worth clients near Tacoma, WA, leveraging 13 years of industry experience and CFA® credentials. His firm, Harborview Asset Management LLC, focuses on discretionary management with an emphasis on fixed-income strategies and customized portfolios, offering negotiable fees up to 0.70%, which may appeal to clients seeking personalized investment-grade security analysis.
Experience: 13 years
Avg account: $8,316,264
-
Michelle B
CFP®, Series 65
Anaconda, MT
Blueprint Investing LLC
Michelle Bryant specializes in passive and index investing, serving high-net-worth clients with a focus on long-term, diversified asset allocation using index funds and ETFs. Operating from Lacey, WA, she offers a 1.00% AUM fee and brings experience from prior roles at Granite Peak Wealth Advisors and Glacier Wealth Management, distinguishing her with a CFP® certification and an independent advisory approach.
Experience: 1 year
Avg account: $10,388,992
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Tacoma, WA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)