EP Wealth Advisors of Littleton

EP Wealth Advisors is a financial planner in Littleton, Colorado, serving individuals and families with comprehensive financial, retirement, estate, and tax planning. The firm specializes in life transition planning, divorce financial analysis, executive compensation strategies, and fiduciary investment management, offering a personalized, planning-based approach tailored to each client’s unique goals. As a fee-only advisor, EP Wealth Advisors prioritizes client interests with transparent, objective guidance. Their services extend to high net worth individuals, federal employees, professional athletes, and women through their dedicated Women’s Initiative. With a 5.00 rating and one verified review, the firm is recognized for its client-focused, trustworthy service. They serve clients across the United States through a network of 60+ offices and 600+ professionals.

The firm emphasizes a client-centered, fiduciary model rooted in independence and deep planning expertise. Their leadership team, including Derek Holman, CFP®, oversees a structured approach to wealth management that integrates financial health assessments, retirement planning, estate documentation, and tax optimization. EP Wealth Advisors is a member of NAPFA, reflecting their commitment to fee-only, conflict-free advice. They offer specialized services such as Certified Divorce Financial Analyst support, spousal maintenance planning, and real estate transfer strategies. Their approach includes ongoing portfolio review, capital gains tax management, and customized retirement income planning, with an emphasis on long-term financial security and clarity.

Located at 8081 Shaffer Pkwy, Suite 4, in Littleton, the office sits just a short drive from C-470, one of the region’s major interstates. It is approximately 0.4 miles from the Jefferson County Motor Vehicle office and the Deer Creek Golf Club, and about 0.3 miles from the Ken Caryl Ranch Post Office. The site is also near West Chatfield Avenue and Massey Draw, a local creek, placing it in a well-connected residential and commercial corridor.

EP Wealth Advisors demonstrates strong digital presence and credibility, with a well-optimized website that search engines can easily interpret and a consistent, detailed profile across online platforms. Their business information is thoroughly documented and widely available, reinforcing trust and accessibility for potential clients.

In Littleton, EP Wealth Advisors stands out as a dependable, client-first financial partner, helping residents build lasting financial clarity through expert, personalized planning.