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Wealth Management Simplified

About Us

Tumwater is a river canyon, well known for its Class 5 Rapids, near Leavenworth, WA where Ben Warren grew up.

It’s the type of journey that is dangerous to take on alone, but an experienced guide can take you through the dangers to places most people only dream of seeing.

“We can’t think of a better metaphor for long term investing.”

 

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What Our Clients Are Saying

You have been a valuable resource for others in our family. You have gained our trust and respect and this is very important at our stage in life!

Cherie and Jim C, 6/17/2021 

Read Disclosure here.

[I] sleep well at night knowing Ben and his team are taking care of our investments.

Kealy B, 6/16/2021 

Read Disclosure here.

Tumwater has given me a place to have my money managed, to allow the money to work for us, thereby increasing in value every day. Tumwater invests the money into funds that grow, watches those funds to stay [diversified]. You hire a Financial Advisor to focus on increasing the value of your saved money. This allows you to focus on your own profession to succeed. The money invested then grows and is there for life’s big bills, college for youngsters, retirement, etc.

Paul M, 6/17/2021 

Read Disclosure here.

My first contact with Ben occurred when he was the Financial Advisor for my former employer… The first one-on-one meeting we held to discuss my financial future
was a total wakeup call (Yes, there were tears). He laid out an honest appraisal of my current financial situation and what I needed to do differently to move positively
toward a reasonably comfortable retirement. I took his sound advice to heart. Last year, I was unexpectedly laid off and that led to my decision to retire at the age of 70. I reached out to Ben and he immediately set up a time to talk about the best options for my 401K. A plan to roll the funds into an IRA was set in place and implemented by Ben and his co worker, Jackson. I am confident that Ben has my best interest at heart.
Communication is never an issue—I always know I will receive honest, appropriate guidance.

Patricia A, 6/17/2021 

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Tumwater has been a great resource for financial planning for my future and eventually my retirement. I’ve worked with Ben to find the right balance of investments that suit my long-term saving goals. I also have appreciated Ben’s help with other savings goals, whether it’s regarding an emergency savings fund, or saving for a specific purchase. He is always willing to answer my questions and explain the rationale behind investment moves. He also reviewed my 401(k) plan which was very helpful!

Brooke W, 6/16/2021 

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Tumwater has helped my family think about our financial future– but in a uniquely holistic way.
I really value being able to ask for Ben’s advice on any financial topic, be it immediately related to our investment planning or not.
Ben sees and understands how the big picture impacts the tactical decisions he helps you make.

Matthew M, 6/17/2021 
Read Disclosure here.

We have 100% confidence that you know what you are doing which is so much more that most professionals who call themselves a financial advisor.

Kealy B, 6/16/2021 

Read Disclosure here.

Tumwater provides a thorough explanation of my assets and how best to meet my needs.

Ruth M, 6/17/2021 

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Tumwater has helped to make us feel financially secure over the long run because of the sensible investment strategies Ben has employed for us.

Cherie and Jim C, 6/17/2021

Read Disclosure here.

The service provided by Tumwater has met all of my needs.

Jack C, 6/17/2021 

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Through Ben’s guidance for over 10 years he has us brought to a comfortable financial position heading into retirement.

Nic C, 6/16/2021 

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I have complete trust in Tumwater, they alleviate a huge burden of stress in my life.

Jenni Y, 6/17/2021 

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They have helped me feel safe with my financial future and provided me a valuable resource to come to with any questions about financial decisions and planning.

Jack C, 6/17/2021 

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I find the entire staff consistently responsive. This is significant for me. Once I recognize I need information, it is helpful to receive that information quickly.

Jenni Y, 6/17/2021 

Read Disclosure here.

Tumwater allows us to enjoy our retirement.

Paul M, 6/17/2021 

Read Disclosure here.

Ben Warren
Founder of Tumwater Wealth Management
"Families that make investment decisions based on what is best for the next generation, make better investment decisions."

Ben Warren, CFA Founder

I grew up in Leavenworth, Washington.  For college, I moved to the Boise area to attend Northwest Nazarene University where I played catcher and was team captain for the University’s baseball team. I graduated with a degree in Business Administration in 2002.

I began working as a financial advisor in 2004 and earned the right to use the Chartered Financial Analyst (CFA®) designation in 2011. I’m currently a member of both the CFA Institute and the CFA Society of Idaho and was honored in 2014 by the Idaho Business Review as one of the Accomplished 40 Under 40 in 2014.

I’m one of the lucky people that genuinely loves what they get to do for a living. Guiding good people through critical decisions in their financial lives is the most amazing privilege.

I can’t imagine doing anything else.

Beyond work, my life is about my incredible wife and four(!) beautiful daughters, traveling to experience the amazing world we live in, and reading both for fun and to constantly improve.

Jackson Yenor  Financial Advisor

I grew up in Boise, Idaho and went to college at Ashland University in Ohio. I graduated with a degree in History and Political Science in 2018.

I began working as a financial advisor in 2019.  In February, 2022, I earned the CFA, Level III.  I am currently a CFA Charterholder Candidate.

From an early age, I saw how money can advance the goals of a family. Wise financial planning is helping every member of my family reach their goals. I see it as a great privilege to help other families navigate their financial lives.

My wonderful wife and I currently live in Boise with our beautiful little daughter. We enjoy spending weekends with friends from our Church community and family, enjoying everything this lovely state has to offer.

Chelayne Molck  Executive Assistant

As Ben Warren’s Executive Assistant, I have the honor of working closely with Ben and ensuring our clients achieve their goals.

I have worked in the Financial industry since 2010. I graduated from Boise State University with two degree’s, Accounting and Human Resource Management. These two degrees aren’t often associated with one another, but I have always enjoyed numbers and working closely with people. At Tumwater, I am able to do both and feel very lucky to use my strengths to help others.

In my free time I enjoy golfing, hiking, and traveling with my husband and two children.

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