Financial Advisors
Salt Lake City, UT
EP Wealth Advisors is an independent financial advisory firm in Salt Lake City serving individuals and families with comprehensive wealth management, investment planning, and retirement strategies. Founded on principles of fiduciary responsibility, they focus on personalized financial guidance tailored to each client's unique goals and circumstances.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, retirees and pre-retirees, business owners planning wealth succession
Service area: Salt Lake City and surrounding areas, Utah
Independent & Fiduciary: As an independent firm, EP Wealth Advisors operates as a fiduciary, meaning they are legally obligated to act in your best interest rather than recommending products that generate higher commissions.
Personalized Wealth Strategies: They provide customized financial planning that addresses retirement, investments, tax efficiency, and long-term wealth building specific to each client's situation and goals.
Address: 3115 Lion Ln E STE 100, Salt Lake City, UT 84121
Phone: (801) 944-7702
Website: epwealth.com
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