Zach Pidgeon, CFP®, EA

• Zach works with athletes, coaches, and families to navigate complex financial decisions. He provides long-term financial planning, tax-aware strategies, and guidance to help clients stay organized and focused on their goals. His background in athletics gives him a unique understanding of the financial challenges and opportunities within the sports industry.

• Before joining EP Wealth, Zach worked in private wealth management and football operations at Duke University. He earned his degree from Ithaca College before relocating to Raleigh in 2016. Zach holds the CERTIFIED FINANCIAL PLANNER™ designation and is an Enrolled Agent. His experience combines financial planning expertise with firsthand knowledge of collegiate athletics.

• Thoughtful financial planning starts with understanding each client's priorities. Taking a practical and organized approach, Zach helps clients evaluate their options and build plans that adapt to changing careers, financial goals, and life stages.

• Originally from upstate New York, Zach lives in Raleigh, North Carolina. Outside the office, he enjoys traveling, attending concerts, and spending time with family and friends.

Client Testimonials:

• "I can’t say enough great things about Zach! He is exceptional at what he does! He is always available when we need him and takes the time to answer every question we have, no matter how big or small. With being in College Football, things change instantaneously and he is always there to provide support and guidance! His investment strategies are thoughtful, he explains everything in detail, and he has given us a great deal of confidence in our financial future! Zach is not only knowledgeable, but also personable and easy to work with! He consistently goes above and beyond, and we feel incredibly lucky to have him as our financial advisor!” (1) - Amanda D., Client, 6/2/2026  
• "I love working with them, especially with Zach. He’s been with me since day one and has my best interest at heart. They’ll always have the right decision. Great atmosphere, very knowledgeable and very professional, and very personable.” (1) - Jeff F., Client, 5/28/2026

1. The testimonial reflects the client's personal experience with Zach Pidgeon and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Zach Pidgeon or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.