Financial Advisors in Atlanta, Georgia
Atlanta, GA
With experience spanning retirement planning, investments, risk management, estate planning, taxes, and more, the EP Wealth team in Atlanta creates customized financial plans aimed at helping families and entrepreneurs in the Metro area, manage, and preserve wealth. We combine guidance with understanding of what matters most to you. Contact us today to start building your financial future.
Atlanta's WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Geniffer Takacs, CFA
Director of Portfolio Management
Austin Warren, MBA
Senior Client Relationship Associate
Contact Our Atlanta Financial Advisors
Our Atlanta office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Suite 1500
Atlanta, GA 30339
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
After meeting your RMD, you can...
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