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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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CLIENT SUPPORT TEAM

Madalyn Barnard
Client Relationship Associate

Lyndsey Xa, CFP®
Financial Planning Manager

Natalia Amato, CFA
Portfolio Manager

Contact Our Logan Financial Advisors

Located in Logan, we invite 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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