Joe Boden
CFP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
Joe Boden
CFP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joe Boden, CFP®
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Why did Joe become a Financial Advisor?
"In sixth grade my dad introduced me to investing. We picked a few stocks like Nike because all my friends wore Nike. Every Sunday I had to look them up in the newspaper and track how they were doing. Even after watching money that was for college suffer a decline in 1987 just as I was starting my freshman year, it didn’t shake my lifelong passion for investing. I knew I wanted to help others learn about investing and became a financial advisor right out of college."
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Joe Boden is a seasoned financial professional with nearly three decades of experience in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals. A Certified Financial Planner™, he joined the EP Wealth Advisors family along with other members of the Conlon Dart Wealth Management team in 2019. Previously, he counseled hundreds of high net worth clients as a vice president and senior account executive at Fidelity Investments. A lifelong resident of Washington state, Joe graduated from Western Washington University with a Bachelor of Arts degree in business administration. Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking and camping.
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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joe Boden is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Joe Boden Contributes to EP Wealth's Blog: "4 Tips to Choose a Medicare Plan for You"
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Joe Boden is the Featured Expert in the Article: "Medicare Special Enrollment Periods Granted Due to Coronavirus (COVID-19) Outbreak"
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
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Joe Boden is Quoted on CNBC: "Here are tips from financial advisors for getting your Medicare coverage right"
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Joe Boden is Quoted on Mediare Plans: "CAN I CHANGE MEDICARE ADVANTAGE PLANS ANYTIME?"
Contact Joe Boden
Office Locations:
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1301 5th Ave
Suite 1350
Seattle, WA 98101
