Craig J. McCrory, CFA

Senior Vice President, Advisor

North Scottsdale, Arizona

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Craig supports high-net-worth families with comprehensive wealth planning and coordinated financial decision-making. He helps clients evaluate complex choices, manage priorities, and stay aligned with long-term goals. He brings a structured perspective shaped by deep analytical experience.
Craig joined EP Wealth Advisors in 2026 via a partnership and brings extensive experience advising families in a fee-only environment. His background also includes corporate tax audit work supporting Fortune 500 companies. He earned a B.S. in Business Management from the University of Arizona. He is a CFA charter holder and a member of the CFA Institute and the Phoenix CFA Society.
Craig’s approach is research-driven, risk-aware, and disciplined. He simplifies complexity into clear recommendations and maintains consistent follow-through. He believes strong process and communication help clients make confident decisions over time.
A Tucson native and proud Arizona Wildcat, Craig enjoys traveling with his family and has visited all seven continents. He is an avid automobile enthusiast and a member of the Porsche Club of America.