About EP Wealth Advisors
Reviews for EP Wealth Advisors
Write a reviewHours
Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
EP Wealth Advisors is a financial advisory firm known for its personalized and attentive service. Clients appreciate the firm's commitment to understanding individual goals and adapting investment strategies accordingly. Many have transitioned to EP Wealth after unsatisfactory experiences with larger institutions, finding that the team offers a more caring and engaged approach. The advisors, including notable team members, are praised for their expert knowledge, responsiveness, and ability to communicate clearly, making clients feel informed and confident about their financial decisions. Clients report solid returns on their investments and value the regular reviews and proactive communication, especially during market fluctuations. With a focus on balancing risk management and client involvement, EP Wealth provides a medium-touch approach that allows clients to stay engaged without feeling overwhelmed. With a strong track record over several years, EP Wealth Advisors comes highly recommended for anyone seeking reliable and customized financial guidance.
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 !
I've been a client for years now and love engaging with Adrian and MJ over my portfolio. I moved to EP after a terrible annuity account and boy, is this way better. I have advisors that really care about me, my account, and my future. The reports and reviews are really helpful. I love the customer service, Mineko is the best and the whole office is great.
We’ve been working with the team at EP for almost two years and have had a great experience. They stood out early on with their personal approach—never pushy, just really focused on helping us understand our options and feel confident.
They’ve managed our accounts (brokerage, IRA, and UTMAs) with solid returns and are always quick to respond. Their communication is a good mix of proactive and responsive, especially during market ups and downs. We really appreciate how clearly they explain things and make the process feel approachable.
Highly recommend them to anyone looking for a solid, trustworthy team.