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.

    CONTACT THE Philadelphia-Exton OFFICE
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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

    Timothy Wiand, CFP®, EA
    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.

    7 Dowlin Forge Rd
    Exton, PA 19341
    Fax: (610) 363-2223
    Hours: Monday - Friday 8:00 am - 5:00 pm

    Client Testimonials

    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”1
    — Elizabeth W.
    Client, EP Wealth Advisors, 02/19/2025
    “Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards.”3
    — Anthony M. and Diane C.
    Client, EP Wealth Advisors, 04/10/2025
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    — Dan H.
    Client, EP Wealth Advisors, 12/02/2024
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    — Mary C.
    Client, EP Wealth Advisors, 01/07/2025
    “EP Wealth Advisors are MY financial planning team. I trust them and could not imagine retiring without their guidance.”1
    — Michael F.
    Client, EP Wealth Advisors, 03/14/2025
    “Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.”2
    — Gary C.
    Client, EP Wealth Advisors, 04/08/2025
    "They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    — Karen G.
    Client, EP Wealth Advisors, 12/12/2024
    “Their proactive, pragmatic approach is something we truly value. I also appreciate their availability when we have questions and their down-to-earth style.”2
    — Jodi H.
    Client, EP Wealth Advisors, 04/03/2025
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    — Marilyn R.
    Client, EP Wealth Advisors, 12/10/2024
    “I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”1
    — Joanne S.
    Client, EP Wealth Advisors, 03/14/2025
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    — Mary K.
    Client, EP Wealth Advisors, 01/03/2025
    “I recently made a cross country move, selling one house and buying another. Not only did the team helped us figure out the financial aspects of the move, they also provided recommendations on professionals such as a real estate attorney who help us with the remote closing.”1
    — Colleen L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth has helped us with investments, trusts, insurance, and estate services. They've treated us as family, and have earned our highest level of trust.”1
    — Joseph B.
    Client, EP Wealth Advisors, 01/20/2025
    “They have been a valuable financial counselor as my wife and I moved through many phases of life - raising a family, building a career, and securing our financial future. They have been able to help us through every step, including now in our retirement.”1
    — Jim B.
    Client, EP Wealth Advisors, 02/08/2025
    “Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”1
    — Ron L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down...”2
    — Tamara K.
    Client, EP Wealth Advisors, 04/05/2025

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    Client Testimonials