Stephen Dart
EP Wealth Advisors
Regional Director / Partner
Stephen Dart
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. - Stephen Dart
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Why did Stephen become a Financial Advisor?
"I do not know from where my interest in finances sprang, but it was strong enough that in my early teens I earned the Personal Finances merit badge, which was one of my favorite merit badges I attained on the way to becoming an Eagle Scout. That same interest led me to study accounting and law with an emphasis on tax. A career as a financial advisor has been a marvelous way to combine my skills with the lesson I learned in the Boy Scouts of helping people."
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Attracted to financial planning at a very early age, Stephen Dart’s path to his profession had already begun to form by seventh grade, when he earned the Personal Finances merit badge as a Boy Scout. Stephen attended the University of Washington, where he gravitated to accounting as an undergraduate and tax in law school. He began his professional career in the tax-planning department of Touche Ross in 1980, became director of special projects at Vacation Internationale, Inc. in 1988, and subsequently formed Savings Growers, Inc. A partner and cofounder of Conlon Dart Wealth Management, Stephen joined EP Wealth Advisors in 2019, where he continues to help clients achieve their goals. Stephen lives in Seattle with his wife and two teenage daughters. Outside of work, he finds special delight in exercising his artistic talent in the kitchen, helping his wife Lisa in the garden and enjoying the beautiful Northwest while hiking, skiing and fishing.
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
- 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
Contact Stephen Dart
Office Locations:
-
1301 5th Ave
Suite 1350
Seattle, WA 98101
