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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.
PHILADELPHIA-MEDIA’S WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Theodosia Taylor
Senior Client Relationship Associate
Elizabeth Tiberi
Client Relationship Associate
Geniffer Takacs, CFA
Director of Portfolio Management
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.
Suite 8
Media, PA 19063
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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