A complete list of active advisors currently associated with Madrona Wealth Management LLC

Warmer can help you find a great advisor at Madrona Wealth Management LLC or one who fits your needs even better.

Madrona Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management and comprehensive financial planning. The firm prepares individualized Investment Policy Statements and implements diversified portfolios using mutual funds, ETFs, fixed income, real estate funds and other common investment vehicles. The firm’s investment process centers on strategic asset allocation and uses the Black–Litterman model together with fundamental, cyclical and quantitative analysis to construct and monitor portfolios. Implementation and monitoring are conducted on a regular schedule, and portfolios are managed primarily on a non‑discretionary basis so clients retain final trading authority; the firm also seeks the lowest‑cost fund share classes available. Noteworthy features include the predominance of non‑discretionary assets, which is uncommon among independent advisers and means the adviser typically recommends trades rather than executing them without client approval. The firm does not aggregate client trades for block execution, does not accept soft‑dollar benefits or third‑party referral fees, and recommends a single custodian platform for execution, all of which can affect trade execution and operational workflows compared with peers.

To learn more about the advisors currently working at Madrona Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.