Neal Marchant had more than 17 years of experience in financial services when he joined EP Wealth Advisors in 2022. His prior roles include President, Wealth Manager and CPA, at Vantage Advisors, LLC. Neal enjoys helping clients untangle the complexities that come with success. He emphasizes that the three keys to retirement include “spending less than you make, saving as much as you can, and don't do anything dumb.” Father to four girls and two boys, Neal spends his personal time coaching youth baseball and attending his kids’ activities. He also enjoys the great outdoors, especially fishing. Closer to home, he serves as a St. George Musical Theater Board Member.
Southern Utah University, Master’s Degree, Accounting; Bachelor’s Degree, Accounting and Finance