Stephen Dart

Washington State Icon Seattle, Washington
Regional Director/Partner
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About Stephen

Attracted to financial planning at a very early age, Stephen Dart’s path to his profession had already begun to form by seventh grade, when he earned the Personal Finances merit badge as a Boy Scout. Stephen attended the University of Washington, where he gravitated to accounting as an undergraduate and tax in law school. He began his professional career in the tax-planning department of Touche Ross in 1980, became director of special projects at Vacation Internationale, Inc. in 1988, and subsequently formed Savings Growers, Inc. A partner and cofounder of Conlon Dart Wealth Management, Stephen joined EP Wealth Advisors in 2019, where he continues to help clients achieve their goals. Stephen lives in Seattle with his wife and two teenage daughters. Outside of work, he finds special delight in exercising his artistic talent in the kitchen, helping his wife Lisa in the garden and enjoying the beautiful Northwest while hiking, skiing and fishing.

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Education

University of Washington, B.A., Business Administration; University of Washington, J.D.

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Video Interview

How can Stephen help?

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Stephen works in our Seattle office in Washington, see their office information here.
Seattle Office

Financial Tip

To secure your financial future; define your goals, quantify them, allocate your savings potential to the proper vehicle for each goal, allocate your investments, diversify your investments, rebalance your investments on a periodic basis and then go and enjoy life.