Financial Advisors IN HILTON HEAD ISLAND, SOUTH CAROLINA

Hilton Head Island, SC

EP Wealth's Hilton Head Island 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 Hilton Head Island team is here to guide you toward achieving your goals.

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Leadership / CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Austin Warren, MBA
Senior Client Relationship Associate

Rich DeRafelo, CFP®
Regional Director/Partner

Ronald Lehman
Regional Director/Partner

Justin Sisson
Senior Client Relationship Associate

Andrew Kurtz, CPA
Senior Financial Planner

Contact Our Hilton Head Island Financial Advisors

Our South Carolina 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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