Chandler, Arizona Office

1490 South Price Road
#313
Chandler, AZ 85286

Phone: (480) 704-3024

Fax: (602) 795-7601

James Dwyer

James Dwyer, CFP®, AIF®

Vice President, Partner

Chandler, Arizona

  • 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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