EP Wealth Advisors of Atlanta

EP Wealth Advisors of Atlanta is a financial planner in Atlanta, GA, serving families and entrepreneurs in the Metro area. The firm creates customized financial plans aimed at helping clients manage and preserve wealth. Services span retirement planning, investments, risk management, estate planning, and taxes. Specific offerings include financial health assessments, life transition planning, fiduciary services, asset allocation, and equity investments. The practice also addresses executive compensation, special needs financial planning, and detailed divorce financial planning, covering pre- and post-divorce budgeting, spousal maintenance, tax implications, and the division of assets. Retirement planning covers defined contribution plans, 403(b) plans, IRAs, and 401(k) plans, along with retirement income planning. Investment management includes portfolio reviews, capital gains tax management, and withdrawal advice. Estate planning services encompass charitable giving, real estate transfers, living wills, revocable living trusts, powers of attorney, and charitable remainder trusts. Tax planning involves tax loss harvesting, while business planning covers debt analysis, buy-sell agreements, real estate analysis, and business transition and succession.

The Atlanta office is led by a team of senior professionals, including Cannon Carr as Regional Director and Partner, Richard Bean as Senior Vice President and Advisor, Thomas Quinn as Senior Wealth Advisor, Ray Peebles as Senior Vice President and Advisor, and Ian Clemens. The firm serves specific client groups, including federal employees, professional athletes, and high net worth individuals. It maintains a Women's Initiative and participates in giving back through the EP Giving Tree Awards and a Financial Literacy Initiative. The practice is part of the NAPFA network of financial advisors.

The office is located at 1355 Peachtree St NE, Suite 1700. It sits directly on Peachtree Street Northeast, just a short distance from the Museum of Design Atlanta (MODA), Hill Auditorium, and The Shade public artwork. The location is also near 17th Street Northeast.

EP Wealth Advisors of Atlanta holds a 5.00 rating based on customer reviews. The firm is known for its comprehensive approach to wealth management, combining guidance with an understanding of client priorities. Its presence in Atlanta provides local access to specialized financial planning and investment services.

Services:

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