Financial Advisors in SEATTLE, WASHINGTON

Seattle, WA

The team in EP Wealth's Seattle office offers customized investment portfolio guidance, retirement income planning, estate planning, tax planning, business solutions, charitable giving plans, trustee services, and personalized wealth education aimed at helping Washington individuals, families, and entrepreneurs achieve short and long-term financial goals tailored specifically to your risk appetite, assets, debts, income needs, family obligations, and legacy goals.

Seattle - mount rainier - cropped_compressed


Krista Dvorak
Senior Client Relationship Associate

Armand Lebrilla, CIMA®
Portfolio Manager

Tiffany Merriman
Senior Client Relationship Associate

Jessica Ellyson, CFP®
Senior Financial Planner

Contact Our Seattle Financial Advisors

Located in the heart of downtown Seattle, look for us right across from the 5th Avenue Theater, at the corner of University and 5th Avenue. Our Seattle 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.

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