Josh Harrison is a senior financial planner for the Private Wealth division of Blue Trust and serves his clients out of the office in Seattle, Washington.

As a CERTIFIED FINANCIAL PLANNER® professional with over 12 years of experience in the financial industry, Josh analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

Before joining the company, Josh was a client advisor at Bessemer Trust and a senior associate at Highland Private Wealth Management, specializing in investments and managing client relationships. Earlier in his career, he worked as a senior associate at Laird Norton Wealth Management, assisting advisors with managing client relationships. Josh began his career as a property accountant at Unico Properties, preparing financial statements for commercial properties.

Josh graduated from the University of Washington with a degree in business administration, specializing in accounting and finance.

Active in his community, Josh is involved with his local church. He and his wife, Mikhayla, live in Bellevue, Washington.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire

A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire

“Wisdom for Wealth. For Life.” Episode 47: Creating a Pipeline for Purpose with Your Family and Finances

Estate Planning in a New Landscape: Opportunities for Families Near or Above the $30 Million Threshold

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/25 and subject to change.
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