Financial Advisors in Falmouth

Falmouth, Maine

EP Wealth's Falmouth office provides personalized financial planning and investment management services in one of the East Coast's premier oceanfront communities.  Our team members create bespoke plans aimed at growing, managing, and preserving wealth to support your retirement needs, legacy ambitions, and other financial goals. Whether you're planning for retirement or looking for financial guidance, our Falmouth team is here to guide you toward achieving your goals.

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CLIENT SUPPORT TEAM

Jennifer Smith
Client Relationship Associate

Contact Our Falmouth Financial Advisors

Our Falmouth 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.

The deadline to file taxes is April 15,...

Learn the updated contribution limits...

With new 401(k) contribution limits for...