Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business
April 2023
Since I have become a client, I have had nothing but great service from EP Wealth Advisors. My advisor, Clay Zachary, is always available to me and has assisted me in countless ways beyond his role as my financial advisor. I appreciate the resources they offer and the diverse expertise they provide in growing and maintaining... read full comment
April 2023
E p Wealth is a first class financial advisor company. Theydo their homework and especially Ryan Serrecchia and Ethan his associate . I would recommend this company to wants to invest with a financial advisor.
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
