William Morrissey
CFP®, AEP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
William Morrissey
CFP®, AEP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
In addition to traditional discussions where we talk about your assets and net worth, we will ask you, “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mindset of “using your money to make a life” to be both liberating and compelling. - William Morrissey, CFP®, AEP®
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Bill Morrissey is a fee-only Wealth Advisor for EP Wealth in the Mt. Vernon and Friday Harbor, WA offices serving clients locally and across the country.
Why did Bill become a Financial Advisor?
"In my previous business life I was in residential and commercial real estate in Seattle. I was also involved in real estate development. I had decided I wanted to work with clients on their entire financial lives, not just focused on real estate. It was the best decision I have made in my business life. I have really enjoyed assisting our clients in harmonizing their money with living a meaningful life.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
William (Bill) Morrissey has almost four decades of experience in financial planning and investment management. He joined EP Wealth Advisors after nearly 40 years as President of Sound Financial Planning, Inc., which he founded and became part of the EP Wealth family in 2021. Earlier in his career, Bill was in residential and commercial Seattle real estate. He owned and managed a substantial real estate investment portfolio, was President of two real estate development companies, and managing partner of the Islander Lopez—a major resort in the San Juan Islands. Bill is dedicated to the proposition “Harmonize your Money with your Life.” Bill enjoys assisting clients to bring meaning and purpose to their financial lives. He believes in the mindset “using your money to make a life” to be both liberating and compelling.
Bill is a past National Board member of the Financial Planning Association (FPA), past President of the Puget Sound chapter of the FPA, past President of the Northwest Washington Estate Planning Council, and member of the CFP Board. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA Registered Financial Advisor. Bill is a founding member of the Nazrudin Project—a group of financial planners and therapists who meet to discuss emotional and psychological issues related to money. He has facilitated pro bono financial literacy workshops for modest income individuals and helped develop a pro bono financial planning program for cancer patients. He is President of the United Way of San Juan County, past President of the Friday Harbor Kiwanis club, and lector for St. Francis Catholic Church.
A resident of the Pacific Northwest his entire life, Bill lives on the water and enjoys kayaking and paddleboarding “outside his front door.” He has been a pilot for many years and commutes/flies between the two offices. Passionate about his daily meditation and gratitude practice, he stays active with strength training, yoga, cycling, hiking, and swimming. He enjoys travel and snorkeling in the Caribbean. Bill enjoys spending personal time with his family, which includes his two grown sons and his precious granddaughter.
William Morrissey 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
- 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
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William Morrissey 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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William Morrissey 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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William Morrissey 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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William Morrissey is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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William Morrissey is a Member of the Northwest Washington Estate Planning Council
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William Morrissey is a Member of the Foundation for Financial Planning's Pro Bono for Cancer Advisory Committee
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William Morrissey is Mentioned on FinancialAdvisorIQ: "EP Wealth Adds $103M RIA in Washington"
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William Morrissey is Quoted on Business Wire: "EP Wealth Advisors Partners with Sound Financial Planning Inc"
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William Morrissey is Quoted in Financial Planning Magazine: "In resort towns, financial advisors find a way to flourish"
Contact William Morrissey
Office Locations:
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650 Mullis St.
Suite 101
Friday Harbor, WA 98250 -
1111 Cleveland Avenue
Suite 101
Mt. Vernon, WA 98273
