Financial Advisors in PHILADELPHIA-MEDIA, PENNSYLVANIA

Philadelphia-Media, PA

The EP Wealth office in Media serves Philadelphia area families, business owners, and entrepreneurs by providing personalized financial plans, investment management, retirement planning, risk management, estate planning, tax planning, business solutions, and more. Our strategies are tailored specifically to help you meet your short and long-term lifestyle, legacy, and financial goals.

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CLIENT SUPPORT TEAM

Theodosia Taylor
Senior Client Relationship Associate

Elizabeth Tiberi
Client Relationship Associate

Geniffer Takacs, CFA
Director of Portfolio Management

Andrew Kurtz, CPA
Senior Financial Planner

Jacob Miller
Client Relationship Associate

Contact Our Philadelphia-Media Financial Advisors

Our Philadelphia-Media 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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