Client Testimonials

The EP Wealth team is proud to share these testimonials from our clients, who have trusted us as their financial advisor and planner to assist them in their financial journeys. Their stories reflect the dedication and hard work we’ve invested in helping them make strides toward reaching their goals. We take great pride in the relationships we’ve built and the progress our clients have made. It is an honor to be part of their journey, and we are excited to continue supporting them in the years ahead. Their satisfaction highlights the commitment we bring to every client relationship.

“From the start, they demonstrated a high level of professionalism and deep knowledge of investments, retirement planning, and tax-efficient strategies. It was clear that they not only understand the technical side of financial planning but also know how to apply it thoughtfully to real-life situations.”²⁷

Greg M.
Client of Brad Owen, 03/13/2026

“They have answered all of my questions very quickly and thoroughly. They have my best interests in mind and take the role of a teacher as well.”²⁶

Darren O.
Client of Michael Simon, 03/13/2026

“For a recent special situation, they were readily available for a call and, based on our discussion, promptly followed up with additional research and recommendations. We have learned a lot by working with EP and look forward to continuing the relationship.”¹⁹

Jean S.
Client of Stephanie Richman, 03/12/2026

“We feel like we are his only client. He is attentive, thorough and timely. I never doubt his commitment to us and our investments.”²⁸

Tim V.
Client of Drew Becker, 03/09/2026

“I cannot recommend this team enough. Before I even committed, they met with me twice and ran detailed Monte Carlo simulations using my budget, which gave me the confidence to retire.”¹⁸

Robert H.
Client of Brian Parker, 03/07/2026

“In times like these it is a complete pleasure and comfort to work with the professionals at EP Wealth, especially Ashley. She makes sure she understands and knows her clients needs.”²⁹

Laura R.
Client of Ashley Oliveria, 02/28/2026

“Very educational discussions on the Market and advice for current and future wealth management. Really did a nice job of guiding me through a divorce and all of the financial change management through it.”¹⁶

Chuck K.
Client of Robert Larsen, 02/03/2026

“We feel so blessed knowing our money is secure and that EP Wealth is proactive in notifying us of opportunities to adjust our portfolio to better serve our needs.”¹⁷

Laurie B.
Client of Giorgina Nguyen, 01/29/2026

“She and her team have managed my finances in ways that have given me some freedom during crushing times with my ex-husband. I only wish I had known her while I was going through my divorce.”²⁰

Susan B.
Client of Kathy Costas, 01/28/2026

“...we feel they have had our best interests at heart which combined with their professionalism, expertise and patient demeanor have made us confident in our futures' all which am sure have been tested by our many questions and requests along the way.”¹⁵

Hector C.
Client of Dan Federman, 01/28/2026

“I trust his judgement completely. When planning for financial success and the utilization of my investments he takes a cautious approach which gives me confidence that my long-range financial goals are secure.”³⁰

David W.
Client of James Nevers, 01/10/2026

“In an age of increasing automation, it's a gift to get to work with a responsive team who understands our unique needs. We are a fairly young family, but we look forward to many years ahead working with Megan and the team at EP.”³¹

John N.
Client of Megan Carden, 12/15/2025

“We consistently hold 1:1 meeting with clear communication. They have not only met but also exceeded my investment goals, consistently achieving top performance and benchmarks”¹³

Lisa M.
Client of Ryan Ignacio & Julie Chan-O'Rourke, 11/20/2025

“There is open communication throughout the year so that we are always on the same page. We are very confident in his management of our investments because his decisions are rooted with our success as the priority.”²¹

John G.
Client of David DeVita, 11/13/2025

“His remarkable talent lies in his uncanny ability to comprehend and adapt our portfolio to align with our evolving financial goals, both in the near term and the long term.”²⁵

David Q.
Client of Brian Mulvey, 10/30/2025

“I could not be happier with my experience! From day one they were familiar with my account, attentive to my needs and went above and beyond with service - including assistance with computers!”¹⁴

Rise W.
Client of Ray Peebles, 10/29/2025

“When we consolidated things several years ago, a driving reason to go with EP Wealth was knowing that they knew and would be able to advise our children in the event that was necessary in our absence, and I have been pleased with the decision since then.”¹²

David L.
Client of Cannon Carr, 10/27/2025

“He is always available to us if we have questions or concerns. I feel very confident in his recommendations and the security that our investments are being handled in the best way possible.”¹⁰

Lynda D.
Client of Bob McCarty, 10/08/2025

“The team is super responsive and always incredibly helpful in helping me ensure I am ready for retirement and beyond. I wouldn't trust any other team with my assets.”⁹

Stephanie B.
Client of David Tate, 10/07/2025

“She helped me through my divorce and afterwards, and I can't imagine taking my business anywhere else. Not only does she deliver excellent results, but she is always accessible when I need help or have questions.”²³

Melissa H.
Client of Kelly Owens, 10/04/2025

“EP Wealth Advisors has been a crucial factor in my financial management for more than 18 years.”⁹

Heath J.
Client of David Tate, 09/30/2025

“…takes care in responding to my questions, explains well the particulars of my financial plan and investments, and is aways open to concerns I might express.” ¹¹

Barbara H.
Client of Laura Knolle, 09/11/2025

"After interviewing several prospective advisors, all of whom were impressive and seemed quite competent, I chose EP Wealth. In addition to their overall presentation, EP Wealth clearly differentiated itself from the others..."²⁴

John B.
Client of Nathan Rogers, 09/08/2025

“This level of analysis was not available at my previous company. I was also pleased to find that EP Wealth has a department that deals with planning for special needs individuals.”⁸

Beth C.
Client of Travis McEuen, 09/05/2025

“They explain things clearly, always make themselves available, and have given us real peace of mind about our future. It feels great knowing our retirement is in such capable and trusted hands. Highly recommend!”²²

Bruce H.
Client of Adam Fein & Joe Palumbo, 09/05/2025

“EP Wealth provides the guidance and support to execute our financial goals. We appreciate the experience, the honesty, and the clear communication...”⁷

Steve K.
Client of Andrew Szewc, 08/17/2025

“Recently we decided to reevaluate my risk levels based on my age, and economic events. The changes we made stabilized my accounts and returned my investments to positive earnings.”⁶

Dave G.
Client of Kevin O’Reilly, 07/31/2025

“Having gone through a significant life change, I have needed financial guidance on everything from handling my children's college expenses to planning for retirement. I have 100% confidence that my advisors at EP Wealth have my best interests at the forefront of all decisions made.”³

Caroline D.
Client of Klaudia Dettloff, 06/19/2025

“They think outside the box, are always coming up with solutions that I never thought of (or did my other advisors) and they are always there and ready to spend the time with me to explore options.”⁴

Michael S.
Client of Ryan Kuhn, 05/30/2025

“They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team.”⁵

Mark G.
Client of MJ Nodilo, 05/29/2025

“My husband and I were looking for an investment company where we could develop our financial knowledge and grow a healthy financial portfolio that would take care of our family. We found that with EP Wealth Advisors.”⁴

Stephanie H.
Client of Ryan Kuhn, 05/29/2025

“As a Sr. investor and one that has used several investment firms, for which all of them have been impressive. EP is at the top of that list: excellent communication, understanding of market trends and future market opportunities have resulted in strong portfolio returns.”⁴

David K.
Client of Ryan Kuhn, 05/28/2025

“Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards.”³

Anthony M. and Diane C.
Client of Klaudia Dettloff, 04/10/2025

“Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.”²

Gary C.
Client of Adrian Larson, 04/08/2025

“EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down...”²

Tamara K.
Client of Adrian Larson, 04/05/2025

“I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”¹

Joanne S.
Client of Frank Patzke, 03/14/2025

“Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”¹

Ron L.
Client of Frank Patzke, 03/10/2025

“I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”¹

Elizabeth W.
Client of Frank Patzke, 02/19/2025

“Expert guidance from an experienced team that CARES. No cookie cutter here.”¹

John G.
Client of Frank Patzke, 12/04/2024

DISCLOSURES

The testimonial reflects the client's personal experience with Frank Patzke and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Frank Patzke or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Adrian Larson and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Adrian Larson or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Klaudia Dettloff and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Klaudia Dettloff or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Ryan Kuhn and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Ryan Kuhn or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with MJ Nodilo and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with MJ Nodilo or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Kevin O’Reilly and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Kevin O’Reilly or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Andrew Szewc and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Andrew Szewc or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Travis McEuen and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Travis McEuen or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with David Tate and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with David Tate or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Bob McCarty and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Bob McCarty or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Laura Knolle and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Laura Knolle or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Cannon Carr and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Cannon Carr or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Ryan Ignacio & Julie Chan-O'Rourke and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Ryan Ignacio & Julie Chan-O'Rourke or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Ray Peebles and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Ray Peebles or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Dan Federman and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Dan Federman or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Robert Larsen and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Robert Larsenor EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Giorgina Nguyen and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Giorgina Nguyen or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Brian Parker and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Brian Parker or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Stephanie Richman and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Stephanie Richman or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Kathy Costas and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Kathy Costas or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with David DeVita and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with David DeVita or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Adam Fein & Joe Palumbo and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Adam Fein & Joe Palumbo or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Kelly Owens and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Kelly Owens or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Nathan Rogers and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Nathan Rogers or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Brian Mulvey and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Brian Mulvey or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Michael Simon and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Michael Simon or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Brad Owen and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Brad Owen or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Drew Becker and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Drew Becker or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Ashley Oliveria and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Ashley Oliveria or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with James Nevers and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with James Nevers or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.
The testimonial reflects the client's personal experience with Megan Carden and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Megan Carden or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.

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