Tammy Prouty
CFP®
EP Wealth Advisors
Vice President/Partner
Tammy Prouty
CFP®
EP Wealth Advisors
Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tammy Prouty, CFP®
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Tammy Prouty is a Mount Vernon, WA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tammy Prouty is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Tammera (Tammy) Prouty has more than two decades of financial management experience. She joined EP Wealth Advisors in 2021 after serving as Vice President, Partner and Financial Planner at Sound Financial Planning, Inc., which became part of the EP Wealth family. Committed to the proposition that “Your health is your wealth,” Tammy loves to help people feel peace and security in their financial endeavors, so they can thrive in other areas of their lives.
She is a past President of the Northwest Washington Estate Planning Council, and a member of the CFP Board, the National Association of Personal Financial Advisors (NAPFA), and the National Association of Estate Planners & Councils (NAEPC). She also has been featured twice in the Seattle Times Financial Planning Makeover.
A fan of the Pacific Northwest’s outdoors, Tammy thrives on hiking, paddle boarding, camping and golfing. She and her husband love to cruise the Skagit River delta on their 16-foot river boat in search of a salmon, often hosting family and friends for dinner. She’s also passionate about preserving memories through scrapbooking, and preserving the farmland in the beautiful Skagit Valley. A volunteer for Junior Achievement and the local food bank, and facilitator of a women’s Bible-study group, Tammy’s heart goes out to those who suffer from mental illness, homelessness and hunger.
Tammy Prouty 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.
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
- Medicare Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tammy Prouty is a NAPFA-Registered Financial AdvisorThe 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.
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Tammy Prouty is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Tammy Prouty is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Tammy Prouty is Quoted on FinancialAdvisorIQ: "EP Wealth Adds $103M RIA in Washington"
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Tammy Prouty is Quoted on Business Wire: "EP Wealth Advisors Partners with Sound Financial Planning Inc."
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Tammy Prouty is Quoted in Financial Planning Magazine: "In resort towns, financial advisors find a way to flourish"
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Tammy Prouty is Quoted in The Seattle Times: "Seattle couple want to plan wisely as money windfall looms"
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Tammy Prouty is a Member of the Northwest Washington Estate Planning Council
Contact Tammy Prouty
Office Locations:
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1111 Cleveland Ave
Suite 101
Mount Vernon, WA 98273
