James Dwyer, CFP®, AIF®
James helps his clients align their finances, investment, and taxes with their life goals.
James has more than 20 years of experience in the finance industry. Prior to joining EP Wealth Advisors, James was the Vice President/Investments with Merrill Lynch and Banc of America Investments, and co-founded Providus Advisors, a fee-only investment management and financial planning firm that was acquired by EP Wealth Advisors in 2020.
James graduated from Arizona State University, earning a B.A. in Finance. He is a CERTIFIED FINANCIAL PLANNERTM and an Accredited Investment Fiduciary.
When not working, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.
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