Seattle, Washington Office
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Stephen joined EP Wealth Advisors in 2019. As a Regional Director and Partner at EP Wealth Advisors, he focuses on helping clients achieve their goals.
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Previously, Stephen was a partner and co-founder of Conlon Dart Wealth Management, which later became part of the EP Wealth Family. 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. 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.
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Stephen earned both a B.A. in Business Administration and a J.D. from the University of Washington.
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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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Author: Stephen Dart When Should I Take...