Liz McQueen


EP Wealth Advisors

Vice President/Partner

Liz McQueen


EP Wealth Advisors

Vice President/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Liz McQueen, CRPC®

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Why did Liz become a Financial Advisor?

“Born and raised in the UK, I always liked finance. Working in the City of London with institutional clients was a rewarding career. After taking a hiatus to raise two children, I realized the impact of teaching good financial skills. Working as a financial advisor allows me to see the impact good financial advice can make on an individual or family. Building a connection and making a difference one family at a time inspired me to become a financial advisor.”

Walking alongside people through difficult times has always been important to Liz McQueen. “Helping people with their investments is part counseling and part investments; money is a difficult topic for most people and assisting them in reaching their goals is very fulfilling.” From a young age, Liz has always been interested in the stock market. Growing up in London, she had the opportunity to work with several of the largest and most prestigious investment banks in the United Kingdom. She continued her travels to Montreal Canada, enjoying the French cuisine and culture and later planted her roots locally—volunteering with the Kirkland Police Domestic Violence Unit. Liz brings a wealth of knowledge and expertise to EP Wealth Advisors, holding her Series 7 and 66 licenses. She is also a Chartered Retirement Planning Counselor (CRPC®). Running and skiing when time and weather permits, Liz also enjoys spending time with her husband John, their two children and practicing her French culinary skills.

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.


  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

Contact Liz McQueen

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Office Locations:

  • New Address Coming Soon
    Kirkland, WA 98033

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