John Buller
CPA
EP Wealth Advisors
Senior Wealth Advisor/Partner
John Buller
CPA
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. - John Buller, CPA
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John Buller is a Kirkland, 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, John Buller 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
John Buller has more than three decades of experience in the financial industry, including 15 years as a financial advisor and 20 years as a CPA. He joined EP Wealth Advisors in 2021. He enjoys working with people who are truly excited about their future and able to benefit from his advice on how they can enhance it. His diverse client base consists of people he respects and admires, and who consider him their friend. A member of the Washington Society of CPAs, John enjoys hiking and visiting National Parks throughout the nation with his wife and two kids. In the fall, he’s an avid Huskies fan. In his spare time, John participates in the Northshore Rotary Club, is a member of the Evergreen Foundation Finance Committee, and has coached youth soccer, basketball, baseball and football. After years at the keyboard playing piano, he’s also developed a true appreciation for The Beatles, Elton John, Ray Charles and Mozart.
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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John Buller is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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John Buller is Mentioned in the Puget Sound Business Journal: "EP Wealth expands reach in Washington state with deal for Kirkland team"
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John Buller is Quoted on FinancialAdvisorIQ: "EP Wealth Adds Two Wealth Mgmt Practices with $828M"
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John Buller Serves as a Board Member for the Rotary Club of Northshore/Bothell Kenmore
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John Buller is a Member of the Washington Society of CPAs
Contact John Buller
Office Locations:
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New Address Coming Soon
Kirkland, WA 98033
