The IRS recently updated 401(k)...
Financial Advisors in Logan, UTAH
Logan, UT
EP Wealth's office in Logan works with Utah families and entrepreneurs to build wealth management and financial plans based on a holistic understanding of each client’s financial situation, obligations, ambitions, risk appetite, timeline, and personal priorities around legacy, retirement, business ownership, and more. Contact us today to start building your financial future.
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Logan WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Madalyn Barnard
Client Relationship Associate
Lyndsey Xa, CFP®
Financial Planning Manager
Natalia Amato, CFA
Portfolio Manager
Contact Our Logan Financial Advisors
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Providence, UT 84332
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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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