EPE Wealth Advisors of New Carrollton

EPE Wealth Advisors is a Financial Planner in New Carrollton, MD, located at Generals Hwy #300 Landover. It holds a rating of 5.00 based on customer reviews.

The firm serves individuals at various life stages, from those just starting out and in their peak earning years to those nearing retirement or contemplating their legacy. EPE Wealth Advisors takes a comprehensive and customized approach to finances, connecting clients' life goals with their financial strategies. The team provides personalized financial plans designed to analyze current situations and pursue specific needs. Services include retirement planning with savings and investing recommendations, retirement income generation, tax-efficient investing, college savings and planning, and estate planning. The firm aims to help clients define financial objectives and develop tailored plans that align investment strategies with those goals.

The EPE Wealth Advisors team includes owner Thomas K. Hagigh, CFP, senior wealth advisor Pete VanZandt, and full-time assistant Rachel Waltjen. The firm works with clients to understand their individual needs and preferences, offering education, advice, planning, and consultation. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. The firm provides advice and executes financial strategies for clients in Maryland, as well as California, Delaware, Florida, Kentucky, Minnesota, New Hampshire, New York, North Carolina, Pennsylvania, MD, Texas, Virginia, and West Virginia.

EPE Wealth Advisors holds a 5.00 rating based on customer reviews.

EPE Wealth Advisors combines personalized planning with professional expertise to help clients in New Carrollton manage their wealth and secure their financial futures.

BizScoreAI gives EPE Wealth Advisors a perfect 100 out of 100 for discoverability, ensuring AI crawlers can find every page so the firm is ready for AI recommendations. The business also achieves a strong 89 out of 100 for technical health, meaning its website is secure and readable for search engines without errors. Additionally, the firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in New Carrollton.