Adrian Larson

Regional Director, Partner

Chandler, Arizona

Contact Adrian

Adrian helps clients align their finances, investments, and taxes with their life goals. As Regional Director and Partner, he also supports regional growth and advisor development, bringing a broad capital markets perspective to complex planning decisions.
He began his career in financial services in operational finance and research roles and later held senior investment research positions before co-founding Pathlight, which joined EP Wealth in 2019. His experience spans investment research, advisory work, and firm leadership. Adrian earned a B.S. in Finance from Pepperdine University.
Analytical and thoughtful, he helps clients understand trade-offs and connect financial decisions to their long-term priorities. He believes disciplined planning and clear communication help clients make informed decisions with confidence.
Adrian enjoys golf and skiing off-the-beaten-path runs in Canada and Utah. He is active with the Executive Council, a fundraising organization supporting local charities, including Phoenix Children’s Hospital and Boys & Girls Clubs of Greater Scottsdale.

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.

EP Wealth’s Adrian Larson shares how to...