Mitchell Conlon (BA, CFP®)

Mitchell Conlon focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We want to make certain that each client entering our offices receives a consistently professional experience. A good deal of time is spent at the front end of our relationship getting to know what is important to you. This means we don't take short-cuts. Only when the ground work has been laid will we lay out financial planning projections and recommendations. Investment design comes next, a natural progression once your other objectives have been clearly defined.

Conlon Dart views financial planning as an ongoing process. We don’t send you off with a thick binder full of endless action items. Rather, we stay in regular communication with you through the course of the year and move issues along in a reasonable manner that encourages action rather than procrastination. Ongoing meetings with our professional staff are designed for distinct purposes, including financial planning updates, investment reviews and those geared towards hot topics that we believe should be brought to your attention.

Ultimately, our relationship becomes mutually successful when we are able to take some things off your plate, and in time, act on your behalf as a trusted advocate.

Additional Information

Mr. Conlon, co-founder of Conlon Dart, has been active in the financial planning profession for over twenty five years.  Mr. Conlon holds a Bachelor of Arts degree from the University of Washington and has held his Certified Financial Planner certification since 1988. Mr. Conlon is a sports enthusiast who also enjoys travel, reading, intermittent photography, and tooling around the  garden with his wife Valerie.  The Conlon's live in Seattle with their mostly grown twin daughters.

NAPFA Start Date

August 20, 2001

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