EP Wealth Advisors - Seattle (WA)

Kyra Leanderson Wonderful gentleman, sat down and looked over everything with me. Seemed very knowledgeable. He realized I didnt need to refile and didnt charge me for his time. Greatly appreciated his help!

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!

Dylan Gaydosh Bailey Martin at Edgewater Wealth Management has been an absolute pleasure to work with! From our very first meeting, I felt heard and understood. Bailey took the time to thoroughly explain complex financial concepts in a way that was easy to grasp, and I never felt rushed or pressured to make decisions. What truly impressed me was Baileys genuine care and commitment to my financial well-being. They took a holistic approach, considering not just my investments but also my long-term goals and personal circumstances. The strategies and advice provided have been incredibly insightful and have given me a real sense of confidence about my financial future. Communication has been excellent – Bailey is always responsive and proactive in keeping me informed. I appreciate their attention to detail and the personalized service Ive received. I highly recommend Bailey Martin and Edgewater Wealth Management to anyone seeking knowledgeable, trustworthy, and dedicated financial guidance.

Deborah Lynn Every employee I have had the opportunity to speak with has been absolutely helpful and never made me feel anything less than important. They even support the community with mini art shows that showcase local artists. Personally, Im drawn to business that cater to their town. Also, any time Ive had an issue, or thought I did, I simply do in and they take the time to show me the facts. Thank you Umpqua Bank for taking care of us the way you do!

Brenna Hoffman Penny is theeeee best! She’s honest, and you know she will go to lengths to make it happen. I appreciate her creativity and ability to be flexible to get things done. She helped me buy my first piece of land, as well as put my first offer on a house. I highly recommend Penny if you are looking for a realator who knows the business well and also can collaborate and strategize on a personal level.