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EP Wealth Advisors
Your trusted partner for comprehensive financial planning and wealth management in Nashville.
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Business
financial-advising
business-consultants
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About EP Wealth Advisors
EP Wealth Advisors is a premier financial advisory firm located in Nashville, TN, dedicated to helping individuals, families, and businesses achieve their financial goals. We offer personalized strategies in investment management, retirement planning, and estate planning, backed by expert guidance and a client-first approach. Our team provides tailored solutions to build and protect your wealth for a secure future.
Business Info
Location
3835 Cleghorn Ave #250, Nashville, TN 37215, USA
Services Offered
Investment Management
Customized portfolio strategies to grow and manage your assets effectively.
Retirement Planning
Comprehensive plans to ensure a secure and comfortable retirement.
Estate Planning
Guidance on wealth transfer and legacy planning to protect your assets.
Tax Planning
Strategies to minimize tax liabilities and optimize financial outcomes.
Financial Consulting
Personalized advice for businesses and individuals on financial decisions.
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