EP Wealth Advisors
EP Wealth Advisors
Finances are personal. Thus, comprehensive financial planning is personal. My goal is for my clients to always feel seen and empowered as we dig into their financial life, and pride as they follow their roadmap to success. - Jessica Ellyson, CFP®
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Jessica Ellyson is a Vancouver, WA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jessica Ellyson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Jessica Ellyson joined EP Wealth Advisors as a Wealth Advisor in 2021. She partners with her team to provide comprehensive financial planning through the lens of real life, taking her clients goals, dreams, and lives to heart. She initially attended college at Multnomah University in Portland Oregon to become a therapist, but quickly realized that she wanted to help people in a different way. Her career has included trust and estate administration, private banking and insurance, but for her these things all boil down to one motivation: helping people through holistic financial planning. Jessica is a CERTIFIED FINANCIAL PLANNER and a graduate of Warner Pacific College with bachelor’s in business administration. She is a life-long resident of Vancouver, WA and helps her community by advising several local nonprofits. She enjoys time in her backyard with her husband and young son, trying new restaurants and babying her many orchids. She and her husband love the Seahawks and hope that their son Dutch will one day enjoy the sport. Go hawks!
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jessica Ellyson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jessica Ellyson
410 W 12th St
Vancouver, WA 98660