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

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

Tumwater Wealth Management provides ongoing portfolio management, comprehensive financial planning, and pension consulting to a mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and business entities. The firm reports managing roughly $407 million across about 284 client accounts and operates with a two-advisor team that handles discretionary portfolio decisions on behalf of clients. The firm’s investment process is long-term and buy-and-hold oriented and draws on modern portfolio theory, fundamental analysis, cyclical analysis, and quantitative methods to construct and rebalance customized allocations. Portfolios are tailored to clients’ goals, time horizons, and risk tolerances and may include mutual funds, ETFs (including precious metal ETFs), real estate funds/REITs, fixed income including TIPS, and insurance-based products such as annuities. What is distinctive about Tumwater is the combination of a compact advisory team managing an unusually large asset base per advisor and an explicit pension-consulting capability that includes benchmarking, fiduciary plan reviews, and participant education. The brochure also notes use of multiple custodial relationships for retirement plans (including Schwab Institutional and Interactive Brokers) and a practice of integrating financial planning into ongoing portfolio management, which can be atypical for firms of this size.

To learn more about the advisors currently working at Tumwater 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.

Name	Location	Years of experience
Christopher Hersh	Boise, ID	0
Owen Quast	Boise, ID	0
Benjamin Warren	Boise, ID	19

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support