Nick Hatfield, CFP®, CPWA®

Vice President, Advisor

Littleton, Colorado

Contact Nick

Nick helps families plan for retirement, education funding, and long-term investing. He coordinates portfolios with tax and cash-flow strategies to keep plans aligned and on track.
He began his advisory career at a boutique firm and later helped grow a regional practice that joined EP Wealth in 2018. He earned a B.S. in Engineering from the Colorado School of Mines.
His approach is practical, structured, and collaborative. He sets priorities, sequences actions, and reviews progress regularly, believing a disciplined process helps clients stay focused through market cycles.
He is active in the Financial Planning Association and enjoys Colorado’s outdoors with family and friends.