Seattle, Washington Office

1301 5th Ave.
Suite 1350
Seattle, WA 98101

Phone: (206) 728-0222

Fax: (206) 728-1255

Joe Boden

Joe Boden, CFP®

Vice President/Partner

Seattle, Washington

  • Joe 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.

  • Joe 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.

  • Joe graduated from Western Washington University with a B.A in Business Administration. He is also a Certified Financial Planner™.

  • A lifelong resident of Washington state, Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking, and camping.

WE KEEP YOU INFORMED

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.

A new year brings new possibilities and...

For some small business owners, the...

Ask virtually anyone who owns a...

Have you considered all the...