A complete list of active advisors currently associated with EPS Wealth Management
Warmer can help you find a great advisor at EPS Wealth Management or one who fits your needs even better.
EPS Wealth Management provides wealth management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations and small businesses. The firm offers both discretionary and non-discretionary portfolio management, standalone financial planning engagements, and advice for retirement accounts and rollovers. The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, closed‑end funds, individual equities and fixed income, master limited partnerships, REITs, and selected alternative investments (including limited partnerships and digital assets); it will also use shorter‑term trading when needed and may implement strategies through independent managers and a sub‑advisor relationship. EPS Wealth Management monitors portfolios on an ongoing basis and provides reviews typically at least annually, with additional reviews for material changes or client requests. Notably, the firm is affiliated with an insurance agency (Estate Planning Solutions), and certain advisory personnel are licensed insurance professionals who earn commissions and may recommend insurance products and precious metals — a practice disclosed as a potential conflict of interest. The firm’s owner also operates a legal document preparation business that provides living trusts and business formation services, and the advisory practice documents offering “above and beyond” assistance (for example, negotiating denied claims, Social Security coordination, timeshare returns and estate‑settlement help), services that are less common among similarly sized RIA teams.
To learn more about the advisors currently working at EPS Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Glendale, AZ
| 18
| |
Glendale, AZ
| 1
| |
Glendale, AZ
| 20
|
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