Financial Advisors IN HILTON HEAD ISLAND, SOUTH CAROLINA
Hilton Head Island, SC
If you're looking for a financial advisor in the Hilton Head Island area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

HILTON HEAD ISLAND WEALTH MANAGEMENT TEAM
Leadership / CLIENT SUPPORT TEAM
Geniffer Takacs, CFA
Associate Director, Investments
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.

Suite 202-Z
Hilton Head Island, SC 29928



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.
EP Wealth advisors can help you...
A 529 college savings plan is a simple,...
Providing your kids a college education...