Mitch Conlon

EP Wealth Advisors

Regional Director / Partner

Mitch Conlon

EP Wealth Advisors

Regional Director / Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mitch Conlon

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Why did Mitch become a Financial Advisor?

"During college, I spent my summers in Alaska working the fishing industry.  Long days toiling in the middle of nowhere (translated: no place or time to squander paychecks), I would always end the fishing season with a few bucks to spare.  So I decided to invest it.  Knowing very little at first, it’s safe to say I learned a few hard lessons, one of which involved my hiring a less than scrupulous financial advisor. Along the way, I found myself becoming more and more inquisitive about investing, and eventually thought perhaps I could share what I learned with other first time investors."

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Mitch Conlon has been a Certified Financial Planner™ professional since 1988, and has more than three decades of experience as a trusted advocate for clients. Mitch spent 12 years managing his own fee-only financial planning firm, Renaissance Asset Advisors, Inc. He subsequently cofounded Conlon Dart Wealth Management, which joined EP Wealth Advisors in 2019. A Puget Sound native, Mitch began his career in the New York area, before returning to Washington with his family, where he continued to build his financial planning practice. An active member of the National Association of Personal Financial Advisors (NAPFA), and assisting them in working through important decisions, including the pursuit of long-held goals. A photography enthusiast, Mitch also enjoys reading and traveling to new destinations. He lives in Seattle with his wife and has two grown daughters.

The EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money (Inheritor, Biz sale, etc.)
  • Mid-career Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Complimentary Initial Consultation
  • % of Assets Under Management

Contact Mitch Conlon

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Office Locations:

  • 1301 5th Ave
    Suite 1350
    Seattle, WA 98101

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