EP Wealth Advisors
Regional Director / Partner
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
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.
Headquartered in Torrance, California with offices in the San Francisco Bay area, San Diego, West Los Angeles, Irvine, Seattle, and Denver, the firm manages over $4 billion as of December 31, 2018 and provides client-centric financial planning and investment management services to individuals and businesses. In addition to the cofounders, EP Wealth is led by President and CEO Patrick Goshtigian, CFA®.
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 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.
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