EP Wealth Advisors of Dallas

EP Wealth Advisors of Dallas is a financial planner in Dallas, TX. The firm provides customized investment portfolios, retirement plans, estate planning, and business solutions to families, individuals, and business owners. Their specialized services include high net worth advisory, tax planning, asset allocation, and life transition planning. They also offer specific expertise in divorce financial planning, including budgeting and asset division, as well as specialized support for federal employees and professional athletes.

The firm operates with a focus on fiduciary services and includes a variety of specialized offerings such as family office services, retirement income planning, and estate planning tools like revocable living trusts and power of attorney. Their team provides comprehensive financial health assessments and manages complex needs such as executive compensation, special needs financial planning, and business succession. Through their various initiatives, they also engage in financial literacy and community giving.

Located on Maple Avenue, the office is situated near the Reverchon Park Recreation Center and a short distance from the Katy Trail Greenbelt and Turtle Creek.

The firm is recognized for providing thorough and well-documented information to its clients, reflecting a commitment to transparency and clarity. Their high rating reflects a reputation for excellence in the financial planning category.

EP Wealth Advisors of Dallas provides dedicated financial guidance and wealth management to help clients achieve their long-term lifestyle goals in Dallas.

Services:

• Business Solutions
• Estate Planning
• Family Office Services
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning