Financial Advisors
Phoenix, AZ
EP Wealth Advisors is an independent financial advisory firm serving Phoenix and the greater Arizona area. They provide comprehensive wealth management, investment planning, and financial advisory services tailored to individual clients' goals and circumstances. The firm's fee-based approach prioritizes client interests without commission-driven conflicts.
Ideal for: Individuals seeking comprehensive wealth management, retirees planning investment strategy, professionals building long-term financial plans
Service area: Phoenix, Arizona and surrounding areas
Independent & Fee-Based: As an independent firm, EP Wealth Advisors operates on a fee-only basis, eliminating commission-driven incentives and ensuring advice is aligned with client interests rather than product sales.
Comprehensive Wealth Management: The firm offers full-spectrum financial planning including investment management, retirement planning, and personalized wealth strategies rather than single-service solutions.
Address: 3131 E Camelback Rd # 135, Phoenix, AZ 85016
Phone: (602) 795-7600
Website: epwealth.com
Looking for more options?
See more Financial Advisors in Phoenix →