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.
Ryan Kuhn and his team of specialists from EP Wealth Advisors have surpassed my expectations, following up thoughtfully on every question with actionable advice, and providing ongoing updates on the health of my finances. This includes substantive information regarding Medicare and Social Security actions. Their management approach gives me confidence that my financial strategy is being actively monitored and carefully managed.
I highly recommend MJ and his team at Pathlight. We have been working with them for nearly 20 years and they have always been on top of it. The fee structure if very fair and competitive while the returns track above the market indices. They are very helpful with tax strategy and estate planning as well. I have used many different financial planners over the years and my experience with MJ’s team has been excellent. I will continue to use their services going forward as I haven’t found anyone that does the job better. They have provided great service and peace of mind. I would highly recommend them.
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 !
3131 East Camelback Road Suite 135, Phoenix, AZ 85016
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