Financial Advisors in Atlanta – Galleria Parkway

Atlanta – Galleria Parkway, GA

With experience spanning retirement planning, investments, risk management, estate planning, taxes, and more, the EP Wealth team in Atlanta – Galleria Parkway 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.

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CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Austin Warren, MBA
Senior Client Relationship Associate

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.

Managing Finances and Investments for Business Owners

If you work for a company, you might be...

401(k) contribution limits have been...

Contact Our Atlanta - Galleria Parkway Financial Advisors

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