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
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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."
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.
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
- 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
-
EP Wealth Advisors - Awards & Recognition
-
Free Webinars, Guides & Checklists from EP Wealth Advisors
-
Mitch Conlon Contributes to the EP Wealth Blog: "How to Make a Smooth Transition to Retirement"
-
Mitch Conlon Contributes to the EP Wealth Blog: "Financial Tips for Young Adults -- How Savings Could Save You"
-
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
-
EP Wealth Advisors Named Among Barron's 2020 Top Independent Advisors
-
EP Wealth Advisors Named to RIA Channel's 2020 Top 100 Wealth Managers
-
EP Wealth Advisors Named to FINANCIAL TIMES Top 300 US Registered Investment Advisers
Contact Mitch Conlon
Office Locations:
-
1301 5th Ave
Suite 1350
Seattle, WA 98101
