Financial Advisors
Dallas, TX
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.
Ideal for: High net-worth individuals and families, business owners planning succession, clients seeking retirement guidance, families needing estate and multi-generational planning
Service area: Dallas and surrounding areas
Experienced Leadership Team: Led by Regional Director Frank Sloan and multiple Senior Vice Presidents with partner-level expertise, including advisors with MBA credentials and CFP® certifications.
Comprehensive Service Scope: Offers integrated financial planning covering retirement, estate, tax, business succession, family office services, and specialized divorce financial planning—not just investment management.
Client-Focused Approach: Emphasizes personalized strategies based on individual circumstances, with ongoing collaboration and responsive communication throughout the year.
Address: 100 Crescent Ct #1130, Dallas, TX 75201
Phone: (214) 720-7500
Website: epwealth.com
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