EP Wealth Advisors - Crescent Ct

EP Wealth Advisors' Dallas Crescent Court office provides comprehensive financial planning and investment management for individuals, families, and business owners. Led by Regional Director Frank Sloan and a team of experienced advisors including multiple partners and CFP® professionals, they specialize in retirement planning, estate planning, tax-efficient investment strategies, business succession planning, and family office services for high net-worth clients. The team takes a collaborative, education-focused approach to help clients navigate complex financial decisions across life stages, including specialized guidance for divorce and multi-generational wealth management.