Rick Bryan


EP Wealth Advisors

Senior Wealth Advisor/Partner

Rick Bryan


EP Wealth Advisors

Senior Wealth Advisor/Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rick Bryan, CFP®

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Why did Rick become a Financial Advisor?

"I’ve always loved identifying life goals and then developing a strategy to work towards those goals. Much of what we financial advisors do with clients day in and out aligns with that process perfectly. Not a day goes by that I don’t feel privileged to be a confidant and financial advisor to individuals and families as they work their way through life with intent and success in achieving their financial goals."

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

As a Certified Financial Planner™, Rick Bryan’s responsibilities range from investment research and portfolio monitoring to helping design financial planning strategies for clients. Rick graduated from the University of Western Washington with a Bachelor of Arts degree in business administration and a concentration in finance. In 2006, after nine years in the pension consulting and administration field, he joined Conlon Dart Wealth Management, which became part of the EP Wealth Advisors family in 2019. He also previously served nine years on the board of directors retiring as Board Chair of the Financial Planning Association of Puget Sound. Rick finds his financial planning career inspiring because it enables him to invest time and energy focusing on the future. Rick lives in Normandy Park with his partner, and often can be found being walked by his Australian terriers, gardening and sailing the waters of Puget Sound.

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.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Rick Bryan

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Office Locations:

  • 1301 5th Ave
    Suite 1350
    Seattle, WA 98101

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