Financial Advisors in KIRKLAND, WASHINGTON

Kirkland, WA

EP Wealth's Kirkland office delivers personalized financial planning and investment management with services spanning investments, taxes, estate planning, retirement income planning, business solutions, risk management, charitable giving, and more with the specific needs of Seattle-area entrepreneurs, families, and individuals in mind. Contact us today to start building your financial future.



Lizzy Fuentes
Client Relationship Associate

Armand Lebrilla, CIMA®
Portfolio Manager

Jessica Ellyson, CFP®
Senior Financial Planner

Kiani Christian
Senior Client Relationship Associate

Contact Our Kirkland Financial Advisors

Our Kirkland office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...