Financial Advisors in PHOENIX, ARIZONA

Phoenix, AZ

Nestled in one of Phoenix's most prestigious neighborhoods, the EP Wealth office in Biltmore provides tailored financial planning to local families and business owners. Our team of advisors creates retirement, investment, tax, estate, and business plans customized to match each individual client’s situation. We take pride in offering personalized guidance to help you achieve your long-term financial goals. Contact us today to start building your financial future.

Financial Planning Phoenix Small


Mineko C. Murai
Client Relationship Manager

William Yalam
Client Relationship Associate

Linda Ginder, CFP®, EA, CDFA®
Manager, Financial Planning

Jared Lopez, CFA
Portfolio Manager

Contact Our Phoenix – Biltmore Financial Advisors

We are conveniently located on the southwest corner of Camelback Rd. and 32nd St. The office straddles the scenic neighborhood borders of Arcadia and The Biltmore. Our Phoenix office invites you to visit and meet our financial advisors to see what our full-service team can provide.


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.

Life insurance can be one of the most...

During divorce, your date of separation...

A QDRO is a legal tool to divide...