EP Wealth Advisors of Atlanta

EP Wealth Advisors is a financial planner in Atlanta, GA, serving individuals and families across the Metro area with comprehensive wealth management services. The firm specializes in retirement planning, estate planning, tax strategy, investment management, and life transition planning, with dedicated expertise in divorce financial planning, executive compensation, and business succession. They also offer tailored solutions for high net worth clients, federal employees, professional athletes, and women through their Women’s Initiative. With a 5.00 rating, the firm is recognized for its client-focused approach and fiduciary commitment. Their services are designed to help clients manage, preserve, and grow their wealth through customized financial strategies.

The firm was founded on a foundation of trust and continues to build on its legacy through a team of NAPFA-registered financial advisors, including certified professionals such as CFP® and CFA® designees. The Atlanta office is led by a regional director and senior advisors with deep experience in financial planning, risk management, and business transition. Their leadership team emphasizes transparency, education, and long-term relationships, reflected in initiatives like the Financial Literacy Program and the EP Giving Tree, which supports community outreach. The firm also provides specialized tools such as the 3Rs Analysis for business success and guides for retirement and estate planning.

Located on Peachtree Street Northeast, the Atlanta office sits just a short distance from key city landmarks. It is about 0.1 miles from the Museum of Design Atlanta (MODA), Hill Auditorium, and The Shade, a public artwork, with 17th Street Northeast and FedEx Office Print & Ship Center nearby. The office’s central location in Midtown places it within easy reach of major cultural and civic spaces.

EP Wealth Advisors stands out through its thorough, well-documented online presence and a website that search engines navigate with ease, ensuring clients can find accurate and detailed information. This clarity and consistency reinforce the firm’s credibility and accessibility in digital spaces.

With a focus on personalized, fiduciary-driven planning, EP Wealth Advisors plays a vital role in helping Atlanta’s professionals and entrepreneurs secure their financial futures with confidence and clarity.

Services:

• Business Solutions
• Estate Planning
• Family Office Services
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning