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