Conlon Dart Wealth Management
Fee Only Financial Planner Located in Seattle, WA and Serving Clients Nationwide
Mitch Conlon is a fiduciary financial advisor in Seattle, WA. Conlon Dart Wealth Management specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. 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.
Active in the financial planning field for over 30 years, Mitch is cofounder of Conlon Dart Wealth Management. Prior to forming Conlon Dart, Mitch spent 12 years managing his own fee-only financial planning firm. A Certified Financial Planner™ since 1988, he is also an active member of the National Association of Financial Planners (NAPFA). Mitch has a Bachelor of Arts from the University of Washington. He’s a sports and photography enthusiast who also enjoys travel and reading. Mitch 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 the country’s 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
By engaging Conlon Dart, you will have access to an experienced team devoted to working on various aspects of your financial plan rather than on individual pieces in isolation. We recognize that our real value comes in the form of helping frame integrated solutions in the context of your unique and often complex life. Offering our counsel from this more holistic framework, it is not uncommon for us to speak with your tax counsel one day and your insurance broker the next, making certain that your financial life is moving forward in the manner you envisioned.
As your financial advocate, we proactively shepherd your portfolio through complex markets without ever losing sight of your long-term goals. Blending proven investment strategies with modern financial planning techniques, our approach sits at the sweet spot of discipline, agility, experience and care. And because we’re a fee-only firm working without commissions or third-party compensation, you’ll always know that the only person we’re answering to is you.
Please see our fee schedule for a more detailed cost breakdown of our services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Financial Planning
- Retirement Planning
- Investment Management
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money (Inheritor, Biz sale, etc.)
- Mid-career Professionals
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- % of Assets Under Management
Professional Designations & Affiliations
Mitchell Conlon is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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
720 Olive Way
Seattle, WA 98101