James Dwyer, CFP®, AIF®

Vice President, Advisor, Partner

Chandler, Arizona

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James helps clients align their finances and taxes with their life goals. He supports families and professionals with coordinated planning and long-term decision-making. His focus is clarity, confidence, and consistent follow-through.
James brings more than 20 years of experience in financial services. He co-founded Providus Advisors, a fee-only planning firm that joined EP Wealth in 2020. He earned a B.A. in Finance from Arizona State University. He holds the CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Investment Fiduciary credential.
James’s approach is structured, education-forward, and practical. He simplifies complex decisions into clear steps and measurable priorities. He believes disciplined planning supports steady progress over time.
James enjoys traveling, reading, hiking, and time with family. He is a dedicated St. Louis Cardinals fan.