Sue Y.
10/8/2025
EP Wealth continues to be our trusted partner in financial planning. Laura Knolle has been key to our successful retirement. EP Wealth facilitated an estate planning change with the legal...
EP Wealth Advisors
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(5)
1301 5th Ave Ste 1350
Seattle, WA 98101
Financial planner in Seattle, Washington - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
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Reviews
3.55 reviewsSierra M.
2/24/2024
I do not recommend Chad Burton at the EP Wealth Advisors office in the Portland, OR/Vancouver, WA region. I was a client when he owned New Focus Financial. In my opinion, Chad and his team were...
Pat G.
6/15/2017
Mitch Conlon has been my financial advisor for years, managing my portfolio and updating me on progress. I have received nothing but exceptional service from Mitch, his assistant Travis, and...
Shailo M.
6/28/2009
Steven Dart was my financial planner a few years back. Overall, I found his service to be poor - he paid little attention to my account. At the time, he was my planner, I did not have much...
Tj L.
7/18/2016
We've worked with Mitch Conlon and the whole team at Conlon Dart for more than five years now. They have made practical suggestions on multiple aspects of our financial life (suggestions only - no...
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