Philadelphia-Exton, Pennsylvania Office

7 Dowlin Forge Rd
Exton, PA 19341

Phone: (610) 363-2000

Fax: (610) 363-2223

Andrew Kurtz

Andrew Kurtz, CPA

Senior Financial Planner

Philadelphia-Exton, Pennsylvania

  • Andrew enjoys financial planning because of the connections it allows him to make with clients as he serves alongside them during their unique journeys. In his experience, clients and family situations often are uniquely different, and many planning and investment decisions are behavior based. Andrew joined EP Wealth Advisors in June 2023.

  • Before EP Wealth Advisors, Andrew worked at an RIA firm for more than five years. During his time there, he was a member of the financial planning team before moving into his most recent wealth advisor role.

  • Andrew holds a Bachelor of Business Administration in Accounting from Bloomsburg University of Pennsylvania.

  • Beyond financial matters, Andrew enjoys spending time outside on the water with his kayak and hiking in the woods with his dog. He’s also continuing to hone his guitar skills. And he supports his local community by preparing meals for those in need.

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