EP Wealth Advisors

Name: EP Wealth Advisors
Address: 3131 East Camelback Road, Phoenix, AZ, 85016, US
Telephone: (602) 795-7600
Price range: $$$
Rating: 5

Personalized financial guidance for a secure and prosperous future.

5(5 reviews)

financial-advising

$$$

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About

EP Wealth Advisors provides comprehensive financial planning and investment management services in Phoenix, Arizona. With a focus on personalized strategies, the firm helps clients achieve their retirement and long-term financial goals through proactive, pragmatic approaches. The team, led by experienced advisors like Adrian Larson, offers medium-touch engagement, ensuring clients are informed and involved without feeling overwhelmed. EP Wealth Advisors is known for its down-to-earth style, exceptional customer service, and commitment to building lasting partnerships based on trust and results.

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Location

3131 E Camelback Rd # 135, Phoenix, AZ 85016, USA

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Information

3131 East Camelback Road

Phoenix, AZ, 85016

(602) 795-7600 www.epwealth.com/

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Services

Retirement Planning

Customized strategies to help you transition into retirement with confidence and financial stability.

Investment Management

Personalized portfolio management with regular reviews and adjustments based on market trends and your goals.

Financial Advisory

One-on-one guidance from dedicated advisors to understand your evolving needs and provide proactive recommendations.

Risk Management

Balanced approaches to conservatism and growth, involving you in key decisions without overwhelming complexity.

Wealth Strategy

Comprehensive planning for long-term financial success, including estate and tax considerations.

5.00 · 5 reviews

Overall rating

Keelyn Gagle

via Google

· 1 year ago

The EP Wealth team in Scottsdale is amazing /. I work w Mj and Adrian often and my experience has been wonderful. They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team ( MJ / Adrian) .. I believe you will be very happy with their services and desire to make you successful !

Gary Cooper

via Google

· 1 year ago

We’ve been loyal clients of EP Wealth for 7+ years & have been impressed by their outstanding service. What sets them apart is their personalized approach. Before EP Wealth, our portfolio was with 3 major firms that offered no personal attention. They didn’t understand our goals or adjust our strategy as needed, leaving us frustrated. That changed when we met Adrian Larson, our dedicated advisor, who, along with the EP Wealth team, has taken the time to understand our evolving needs. They regularly review our portfolio, keep us informed on market trends & help us stay prepared for the future. EP Wealth strikes a great balance between risk management & conservatism, involving us in key decisions without overwhelming us. Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.

Tamara Krimstock

via Google

· 1 year ago

EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down to have Adrian Larson and his team at EP Wealth be our partners in our retirement strategy, investing and execution. It's been since 2021...we are thrilled and have not looked back. Adrian and his team of experts have allowed us to retire feeling solid about our current scene and our future. We are grateful and highly recommend Adrian and EP Wealth.

linda darrah

via Google

· 1 year ago

I've been working with Adrian Larson and his team at EP Wealth Advisors for 5 years and I highly recommend their services. When I fell ill in 2020, I was managing my own portfolio. My introduction to Adrian took away massive stress and I choose to stay with him and his team every day. They are knowledgeable, proactive and caring. Best decision ever.

Jodi Delahunt Hubbell

via Google

· 1 year ago

We’ve been very happy with every aspect of our experience working with EP Wealth Advisors. From our advisor, Adrian Larson, and the team to the results we’ve seen in our portfolio, everything has been excellent. Their proactive, pragmatic approach is something we truly value. I also appreciate their availability when we have questions and their down-to-earth style.

Larry B. Betts, CPA is a reputable accounting firm in Phoenix, Arizona, specializing in comprehensive tax preparation and financial consulting for individuals and businesses. With decades of experience, the firm offers reliable, accurate services handled by a knowledgeable team including tax preparers and supportive staff. Known for responsive communication, transparent pricing, and a stress-free approach, they build long-term client relationships based on trust and professionalism. The firm ensures all returns are done properly and legally, providing clear guidance and efficient solutions tailored to each client's needs.

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