William T. Morrissey, CFP^®

At EP Wealth Advisors each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Morrissey and his team offer a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams. EP Wealth Advisors is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind. Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events. The EP Team includes Tammy Prouty, a partner with the firm who has been with the company for more than 20 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times. The company provides a “holistic approach to comprehensive financial planning.” “I'm glad I made the transition to financial planning,” says Bill, who became a Certified Financial PlannerTM (CFP®) in 1984. “I love helping people achieve peace of mind when they make good decisions for their financial future.” Bill enjoys the relationships he develops with clients. “They are part of our extended family,” he says. When talking about helping clients, Bill mentions those who have lost their spouses. He can relate. Bill's first wife died of breast cancer in 1991 when his two sons were 10 and 3 years old. “When people are widowed, they want to feel cared for and move at their own pace,” he says. “We feel we are uniquely qualified to assist our clients through this difficult life transition.” Bill has spoken about this topic to his peers in Seattle. Philanthropy is also a focus for Bill. He is the President of the United Way of San Juan County and has been on the board of directors for over 20 years. He said that each year “we help more than 5,000 residents countywide through carefully screened local agencies that are funded by United Way. Our supported agencies are evaluated annually for effectiveness, measured results, and fiscal responsibility. These programs are vital to the community’s most critical needs.” He is also Past President of the Friday Harbor Kiwanis Club and Past President of the San Juan Island Public Schools Foundation.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth