Financial Advisors in BOSTON, MASSACHUSETTS

Boston, MA

The team at EP Wealth's Boston office team creates fully personalized financial plans that span investments, retirement income planning, legacy and estate planning, tax planning, business owner services, philanthropic solutions, and more to potentially grow and preserve your wealth based on your risk appetite, income needs, assets, debts, family obligations and other factors that matter most to you. Contact us today to start building your financial future.



Erica Helmer
Senior Client Relationship Associate

Jennifer Forsyth
Senior Client Relationship Associate

Ashley Bown
Senior Client Relationship Associate

Geniffer Takacs, CFA
Director of Portfolio Management

Contact Our Boston Financial Advisors

Please call to learn more about our financial advisors and see what our full-service team can provide.


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.

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