Joe Boden

Seattle, Washington

Joe Boden

CFP®
Vice President/Partner
Education &
Certifications

Western Washington University, B.A., Business Administration

About Joe
Joe Boden is a seasoned financial professional with nearly three decades of experience in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals. A Certified Financial Planner™, he joined the EP Wealth Advisors family along with other members of the Conlon Dart Wealth Management team in 2019. Previously, he counseled hundreds of high net worth clients as a vice president and senior account executive at Fidelity Investments. A lifelong resident of Washington state, Joe graduated from Western Washington University with a Bachelor of Arts degree in business administration. Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking and camping.
Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
Travis Meyer

Travis Meyer

Senior Client Service Associate

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
TAKACS_GEN-4322

Geniffer Takacs

Portfolio Manager
CFA

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Brandon Beckner_for website

Brandon Beckner

Senior Financial Planner
CFP®
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