EP Wealth Advisors of Phoenix

EP Wealth Advisors of Phoenix is a financial planner in Phoenix, Arizona, serving individuals and families with comprehensive wealth management solutions. The firm specializes in financial planning, retirement planning, estate planning, tax planning, investment management, and divorce financial planning, with a focus on fiduciary service and a fee-only structure that ensures objective advice. They serve a diverse clientele, including federal employees, professional athletes, and women through their Women’s Initiative, and offer tailored services such as life transition planning, special needs financial planning, and business succession planning. Their service area extends across the Phoenix metropolitan region, supported by a national network of over 60 offices and 600 professionals. The firm holds a perfect 5.00 rating based on client feedback, reflecting strong client satisfaction and trust.

EP Wealth Advisors emphasizes a planning-based approach rooted in a foundation of trust and independence. The firm is composed of NAPFA-registered financial advisors who prioritize their clients’ best interests. Their leadership team, including Derek Holman, CFP®, guides a dedicated wealth team that delivers personalized advice through a comprehensive review of financial health, asset allocation, and long-term goal setting. The firm offers specialized services such as Certified Divorce Financial Analyst support, spousal maintenance planning, and tax loss harvesting, ensuring clients navigate complex financial transitions with clarity. Their commitment to financial literacy and community giving is reflected in initiatives like the EP Giving Tree and the Financial Literacy Initiative.

The firm is located at 3131 E Camelback Rd #135 in Phoenix, situated just a short distance from North 32nd Street and within a half-mile of Biltmore Preparatory Academy and the Biltmore Villas neighborhood. It lies near The UPS Store, a key local landmark, and is positioned along East Camelback Road, a major thoroughfare in the city’s western corridor.

EP Wealth Advisors stands out for its thorough, well-documented business information and a well-optimized website that search engines read cleanly, reinforcing its credibility and accessibility. These strengths reflect a business that is transparent, professional, and committed to delivering high-quality financial guidance. As a trusted advisor in Phoenix, EP Wealth Advisors helps clients achieve clarity and confidence in their financial future.

Services:

• Business Solutions
• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning