Financial Advisors in PHILADELPHIA-EXTON, PENNSYLVANIA

Philadelphia-Exton, PA

The team at EP Wealth's Exton office is committed to delivering financial planning and investment management services to families, entrepreneurs, and business owners in the Philadelphia area. We provide bespoke portfolio guidance, retirement planning, business solutions, estate planning, tax planning, and more to help you and your family build and preserve wealth. Contact us today to start building your financial future.

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Leadership / CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Austin Warren, MBA
Senior Client Relationship Associate

Justin Sisson
Senior Client Relationship Associate

Rich DeRafelo, CFP®
Regional Director/Partner

Ronald Lehman
Regional Director/Partner

Andrew Kurtz, CPA
Senior Financial Planner

Contact Our Philadelphia-Exton Financial Advisors

Our Philadelphia-Exton office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

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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