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 !
May 2025
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.
May 2025
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.
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.