Neal Marchant CPA, PFS™

Senior Vice President, Advisor, Partner

St George, Utah

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Neal helps successful clients untangle complexity and make confident financial decisions. He supports retirement planning, tax-aware strategies, and long-term goal alignment, bringing a practical perspective focused on sustainable habits.
He joined EP Wealth in 2022 with more than 17 years of financial services experience. He previously led an advisory firm as President and Wealth Manager and also served clients as a CPA. He earned both a master’s degree in accounting and a bachelor’s degree in accounting and finance from Southern Utah University. His background blends planning expertise with deep accounting knowledge.
His approach is clear and disciplined, helping clients prioritize what matters, avoid costly mistakes, and follow a steady plan. He believes strong retirement outcomes come from consistent saving and thoughtful decisions.
He is the proud father of six children and spends much of his free time coaching youth baseball. He enjoys fishing and time outdoors whenever he can and serves as a board member for St. George Musical Theater.