Mitchell  Conlon

Mitchell Conlon

| CFP®

Conlon Dart Wealth Management

(206) 728-0222

Contact Me

Fee Only Financial Planner Located in Seattle, WA and Serving Clients Nationwide

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate Services
  • Estate Planning
  • Retirees & Near Retirees
  • Entrepreneurs & Business Owners
  • Sudden Money (Inheritor Biz Sales etc.)
  • Mid-Career Professionals
  • In-Office Meetings
  • Virtual Meetings
  • Complimentary Initial Consultation

Website

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720 Olive Way
Suite 1850
Seattle, WA 98101

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mitch Conlon is a Puget Sound based fiduciary financial advisor serving clients in Seattle, Bellevue and surrounding areas. Conlon Dart Wealth Management specializes in comprehensive financial planning, helping clients plan, grow and protect their assets through all stages of life. As a fiduciary, Mitch has a sworn and legal obligation to put the interests of the client first, and to provide unbiased, trustworthy financial advice.

 

 

Active in the financial planning field for over 30 years, Mitch is cofounder of Conlon Dart Wealth Management. Prior to forming Conlon Dart, Mitch spent 12 years managing his own fee-only financial planning firm. A Certified Financial Planner™ since 1988, he is also an active member of the National Association of Financial Planners (NAPFA). Mitch has a Bachelor of Arts from the University of Washington. He’s a sports and photography enthusiast who also enjoys travel and reading. Mitch lives in Seattle with his wife and has two grown daughters.

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By engaging Conlon Dart, you will have access to an experienced team devoted to working on various aspects of your financial plan rather than on individual pieces in isolation. We recognize that our real value comes in the form of helping frame integrated solutions in the context of your unique and often complex life. Offering our counsel from this more holistic framework, it is not uncommon for us to speak with your tax counsel one day and your insurance broker the next, making certain that your financial life is moving forward in the manner you envisioned.

As your financial advocate, we proactively shepherd your portfolio through complex markets without ever losing sight of your long-term goals. Blending proven investment strategies with modern financial planning techniques, our approach sits at the sweet spot of discipline, agility, experience and care. And because we’re a fee-only firm working without commissions or third-party compensation, you’ll always know that the only person we’re answering to is you.

Please see our fee schedule for a more detailed cost breakdown of our services.

 

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