Financial Advisors
Denver, CO
EP Wealth Advisors is an independent, fee-only financial advisory firm serving Denver and beyond with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and financial planning for all life stages. Led by a dedicated team of CFPs, tax professionals, and portfolio managers, they operate as fiduciaries prioritizing client interests over commissions. Their planning-based approach addresses complex financial needs including family office services, business succession planning, and divorce financial planning.
Ideal for: High-net-worth individuals, business owners, retirees planning withdrawals, families with complex estates, individuals seeking tax-efficient strategies
Service area: Denver, Colorado and surrounding areas, with 60+ offices nationwide
Fee-Only Fiduciary Structure: As a fee-only advisor operating under fiduciary standards, EP Wealth eliminates commission-based conflicts of interest, ensuring recommendations prioritize your interests.
Comprehensive Planning Team: Your dedicated advisor is backed by a full team of CFPs, tax specialists, and estate professionals who collaborate on integrated financial strategies across retirement, investments, taxes, and estate planning.
Specialized Services for Complex Situations: Beyond standard planning, they offer family office services for high-net-worth families, business owner succession planning, divorce financial planning, and multi-generational wealth coordination.
Address: 7800 E Union Ave Suite 520, Denver, CO 80237
Phone: (303) 225-8400
Website: epwealth.com
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