Financial Advisors in PHILADELPHIA-EXTON, PENNSYLVANIA

    Philadelphia-Exton, PA

    The team at EP Wealth's Exton office is committed to delivering financial planning and investment management services to families, entrepreneurs, and business owners in the Philadelphia area. We provide bespoke portfolio guidance, retirement planning, business solutions, estate planning, tax planning, and more to help you and your family build and preserve wealth. Contact us today to start building your financial future.

    CONTACT THE Philadelphia-Exton OFFICE
    iStock-493766733

    Leadership / CLIENT SUPPORT TEAM

    Geniffer Takacs, CFA
    Director of Portfolio Management

    Austin Warren, MBA
    Senior Client Relationship Associate

    Justin Sisson
    Senior Client Relationship Associate

    Timothy Wiand, CFP®, EA
    Senior Financial Planner

    Elijah Burton
    Wealth Consultant

    Contact Our Philadelphia Exton Financial Advisors

    Our Philadelphia-Exton office invites you to visit and meet our financial advisors to see what our full-service team can provide.

    7 Dowlin Forge Rd
    Exton, PA 19341
    Fax: (610) 363-2223
    Hours: Monday - Friday 8:00 am - 5:00 pm

    COMPREHENSIVE FINANCIAL SERVICES

    Retirement Planning

    Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.

    Estate Planning

    Coordination-focused planning that helps align financial strategies with estate considerations, beneficiary designations, and legacy goals, in collaboration with other professionals where appropriate.

    Tax Planning

    Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time.

    Business Planning

    Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions.

    Financial Planning

    Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages.

    Investment Management

    Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change.

    Family Office Services

    Integrated support for high net-worth families with complex financial needs, including coordination of investments, planning strategies, and multi-generational considerations that may evolve over time.

    Divorce Financial Planning

    Guidance for navigating financial considerations before, during, or after divorce, including cash flow analysis, asset division scenarios, and longer-term planning implications.

    Client Testimonials

    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”1
    — Elizabeth W.
    Client, EP Wealth Advisors, 02/19/2025
    “As a Sr. investor and one that has used several investment firms, for which all of them have been impressive. EP is at the top of that list: excellent communication, understanding of market trends and future market opportunities have resulted in strong portfolio returns.”4
    — David K.
    Client, EP Wealth Advisors, 05/28/2025
    “EP Wealth Advisors has been a crucial factor in my financial management for more than 18 years.”9
    — Heath J.
    Client, EP Wealth Advisors, 09/30/2025
    “Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards.”3
    — Anthony M. and Diane C.
    Client, EP Wealth Advisors, 04/10/2025
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    — Dan H.
    Client, EP Wealth Advisors, 12/02/2024
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    — Mary C.
    Client, EP Wealth Advisors, 01/07/2025
    “EP Wealth Advisors are MY financial planning team. I trust them and could not imagine retiring without their guidance.”1
    — Michael F.
    Client, EP Wealth Advisors, 03/14/2025
    “The team is super responsive and always incredibly helpful in helping me ensure I am ready for retirement and beyond. I wouldn't trust any other team with my assets.”9
    — Stephanie B.
    Client, EP Wealth Advisors, 10/07/2025
    “We really appreciate how clearly they explain things and make the process feel approachable. Highly recommend them to anyone looking for a solid, trustworthy team.”4
    — Jordan P.
    Client, EP Wealth Advisors, 05/27/2025
    “Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.”2
    — Gary C.
    Client, EP Wealth Advisors, 04/08/2025
    “This level of analysis was not available at my previous company. I was also pleased to find that EP Wealth has a department that deals with planning for special needs individuals.”8
    — Beth C.
    Client, EP Wealth Advisors, 09/05/2025
    "They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    — Karen G.
    Client, EP Wealth Advisors, 12/12/2024
    “My husband and I were looking for an investment company where we could develop our financial knowledge and grow a healthy financial portfolio that would take care of our family. We found that with EP Wealth Advisors.”4
    — Stephanie H.
    Client, EP Wealth Advisors, 05/29/2025
    “Recently we decided to reevaluate my risk levels based on my age, and economic events. The changes we made stabilized my accounts and returned my investments to positive earnings.”6
    — Dave G.
    Client, EP Wealth Advisors, 07/31/2025
    “Their proactive, pragmatic approach is something we truly value. I also appreciate their availability when we have questions and their down-to-earth style.”2
    — Jodi H.
    Client, EP Wealth Advisors, 04/03/2025
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    — Marilyn R.
    Client, EP Wealth Advisors, 12/10/2024
    “I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”1
    — Joanne S.
    Client, EP Wealth Advisors, 03/14/2025
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    — Mary K.
    Client, EP Wealth Advisors, 01/03/2025
    “I recently made a cross country move, selling one house and buying another. Not only did the team helped us figure out the financial aspects of the move, they also provided recommendations on professionals such as a real estate attorney who help us with the remote closing.”1
    — Colleen L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth has helped us with investments, trusts, insurance, and estate services. They've treated us as family, and have earned our highest level of trust.”1
    — Joseph B.
    Client, EP Wealth Advisors, 01/20/2025
    “…takes care in responding to my questions, explains well the particulars of my financial plan and investments, and is aways open to concerns I might express.” 11
    — Barbara H.
    Client, EP Wealth Advisors, 09/11/2025
    “They think outside the box, are always coming up with solutions that I never thought of (or did my other advisors) and they are always there and ready to spend the time with me to explore options.”4
    — Michael S.
    Client, EP Wealth Advisors, 05/30/2025
    “They have been a valuable financial counselor as my wife and I moved through many phases of life - raising a family, building a career, and securing our financial future. They have been able to help us through every step, including now in our retirement.”1
    — Jim B.
    Client, EP Wealth Advisors, 02/08/2025
    “Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”1
    — Ron L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth provides the guidance and support to execute our financial goals. We appreciate the experience, the honesty, and the clear communication...”7
    — Steve K.
    Client, EP Wealth Advisors, 08/17/2025
    “EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down...”2
    — Tamara K.
    Client, EP Wealth Advisors, 04/05/2025
    “They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team.”5
    — Mark G.
    Client, EP Wealth Advisors, 05/29/2025
    “Having gone through a significant life change, I have needed financial guidance on everything from handling my children's college expenses to planning for retirement. I have 100% confidence that my advisors at EP Wealth have my best interests at the forefront of all decisions made.”3
    — Caroline D.
    Client, EP Wealth Advisors, 06/19/2025

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    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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