Philadelphia-Exton, Pennsylvania Office

7 Dowlin Forge Rd
Exton, PA 19341

Phone: (610) 363-2000

Fax: (610) 363-2223

Timothy Wiand

Timothy Wiand, CFP®, EA

Senior Financial Planner

Philadelphia-Exton, Pennsylvania

  • Timothy brought over 12 years of experience in financial services, assisting in high-net-worth clients with retirement planning, tax strategies and estate planning when joining EP Wealth in 2024.

  • He enjoys building and maintaining strong client relationships, assisting individuals and families in reaching for their financial goals, and offering strategic planning opportunities.

  • He is a graduate of Westminster College (PA), where he earned a B.S. in Accounting. He currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Enrolled Agent (EA) designations.

  • When Timothy isn’t building financial plans for clients, he enjoys spending time with family and friends, watching baseball and playing with his two dogs, Titan and Ranger.

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