**Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

Denver, CO

The EP Wealth team in Denver combines financial planning, investment selection, asset protection, and wealth transfer solutions with an emphasis on understanding the complete financial profile and ambitions of each individual client we serve. Whether you're an individual or a business owner seeking to diversify your portfolio, our Denver team can help guide you towards financial success. Contact us today to start building your financial future.

CONTACT THE Denver OFFICE
Denver downtown_compressed

CLIENT SUPPORT TEAM

Kelly Alameddin, FPQP®
Client Relationship Manager

Linda Ginder, CFP®, EA, CDFA®
Manager, Financial Planning

Bret Miller, CFP®
Financial Planner

Daiana Kelleyian, CFA
Portfolio Manager

Jenny Beck
Senior Client Relationship Associate

Contact Our Denver - Tech Center Financial Advisors

Our Denver office invites you to visit and meet our financial advisors to see what our full-service team can provide.

7800 E. Union Ave
Suite 520
Denver, CO 80237
Hours: Monday - Friday 9:00 am - 5:00 pm

Our Holistic Approach to Retirement Planning

With EP Wealth Advisors, you get much more than investment management. You get a personalized financial plan that clarifies your goals and guides your financial decisions as you build the future you envision.

Your customized financial roadmap includes a financial health assessment to see where you are now and how to get to where you want to go. That assessment includes an investment portfolio analysis and tax planning services for a totally holistic approach. EP Wealth can work with a CPA in developing a tax plan. We can also advise about your insurance needs to protect your loved ones.

Life changes, and your retirement plan needs to stay flexible. We meet with you regularly for a retirement plan review and to make any adjustments for the surprises that life throws your way.

About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 40+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

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EP Wealth Has Been Featured In:

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Disclosures

**Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential and will never sell your data.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.