EP Wealth Advisors of Seattle
Run a free full auditContact Information
-
Address
Financial planner · · 1301 5th Ave #1350
Seattle, WA 98101 -
Phone
(206) 728-0222 -
Website
epwealth.com -
Facebook page
facebook.com/epwealthadvisors
Location
About EP Wealth Advisors of Seattle
EP Wealth Advisors of Seattle is a financial planner in Seattle, WA. The firm provides customized investment portfolio guidance, retirement income planning, estate planning, and tax planning to Washington individuals, families, and entrepreneurs. Their specialized services include business solutions, charitable giving plans, trustee services, and personalized wealth education. The team also offers expertise in life transition planning, including divorce financial planning, and specialized support for federal employees and professional athletes.
The Seattle office features a leadership team including Todd Flynn, Rick Bryan, James H. Reinke, Kristie Garrett, and Amanda K. Skrivanich. The firm provides a wide range of fiduciary services, such as asset allocation, equity investments, and executive compensation management. Their comprehensive planning capabilities extend to retirement accounts, 401(k) and 403(b) plans, and estate matters like revocable living trusts, power of attorney, and charitable remainder trusts. Additionally, the firm assists with business planning, including risk management, buy-sell agreements, and succession strategies.
Located on 5th Avenue, the office is situated near the 5th Avenue Theater and the Seattle Ice Arena Memorial. The location is a short walk from the Museum of Illusions and the Washington Athletic Club.
The firm is recognized for its thorough and well-documented approach to wealth management, providing clients with clear and accessible information regarding their financial strategies. Their commitment to professional excellence is reflected in their specialized services and detailed planning resources.
EP Wealth Advisors of Seattle provides dedicated financial planning and wealth management solutions for the Seattle community.
Services:
- Business Solutions
- Estate Planning
- Investment Management
- Retirement Planning
- Tax Planning
Score Summary
BizScoreAI scanned the website epwealth.com on June 4, 2026. EP Wealth Advisors of Seattle has a BizScore of 64 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility38 out of 100
- SEO87 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 12 of 30 points, AI Trust Signals 13 of 20 points.
Website audit sub-scores (out of 100): On-Page 83, Technical 98, Performance 87, Content 80.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Meta Description (warning), Author Signals (warning).
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