Mitch Conlon

CFP®

EP Wealth Advisors

Regional Director / Partner

Mitch Conlon

CFP®

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, CFP®

Fee Only Financial Planner Located in Seattle, WA and Serving Clients Nationwide

Mitch Conlon is a fiduciary financial advisor in Seattle, WA.  EP Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.  As a fiduciary, Mitch has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

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.

Mitch Conlon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Our Process: Your Path to Peace of Mind

EP Wealth’s Peace of Mind Planning Model is our cornerstone wealth management process intended to help you build a more solid financial future

Discover

We spend the time with you to develop a comprehensive understanding of your current needs, future goals, and personal or family ambitions—the crucial context needed to plan, invest and forge an effective partnership.

Prioritize

You’ll receive a tailored financial plan that organizes your financials and defines your goals. This financial foundation allows us to make thoughtful decisions together that are in your long-term best interest.

Implement

We work with you to put your plan into action. This includes creating an investment portfolio strategically structured by our in-house investment team, balanced by your goals and your risk tolerance. It reaches beyond securities to encompass your real estate, small business, insurance, college funding, wealth transfer and more to create a resilient, personalized and integrated portfolio.

Monitor

Our goal is to limit the surprises, and our responsibility is to continually keep you informed through transparent reporting and proactive recommendations aligned to your goals and objectives. When you have questions, we will be there to help you.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mitchell Conlon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Mitchell Conlon 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 Mitch Conlon

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Office Locations:

  • 720 Olive Way
    Suite 1000
    Seattle, WA 98101

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