EPE Wealth Advisors

EPE Wealth Advisors is a financial planner in New Carrollton, MD. The firm works with clients to develop personalized financial plans and solutions to help them pursue their goals. Services include financial planning, retirement planning, tax-efficient investing, college savings and planning, estate planning, and retirement income management. The team assists individuals at every stage of life, from those just starting out to those in peak earning years, nearing retirement, or contemplating their legacy. The firm holds a 5.00 rating based on customer reviews.

The approach at EPE Wealth Advisors focuses on connecting life and finances beyond simple investing. The team works with clients to understand their individual needs and preferences, developing a plan tailored to fit those unique requirements. Thomas K. Hagigh, CFP, serves as the owner, supported by Rachel Waltjen, a full-time assistant, and Pete VanZandt, a senior wealth advisor. The firm provides access to education, advice, planning, and consultation, aligning investment strategies with client goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member of FINRA and SIPC. The firm is registered to do business in Maryland, California, Delaware, Florida, Kentucky, Minnesota, New Hampshire, New York, North Carolina, Pennsylvania, MD, Texas, Virginia, and West Virginia.

EPE Wealth Advisors is located at 1321 Generals Hwy #300 in Landover, MD. The office is situated on Generals Highway, a major route in the area. The firm’s positive rating reflects the satisfaction of the customers who have reviewed its services.