EP Wealth Advisors 7 North Chestnut Street, Augusta, ME 04330

EP Wealth Advisors, located at 7 North Chestnut Street in Augusta, Maine, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach to address each client's unique needs. Their fee-only approach ensures objective investment recommendations. With a personalized touch and deep expertise, clients can focus on what truly matters to them.

EP Wealth Advisors offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a customized financial plan. Regular portfolio reviews and updates ensure that the plan remains aligned with the client's goals and life changes.

Recognized as one of the fastest-growing private companies in America by the Inc. 5000 and as one of the best places to work by the Los Angeles Business Journal, EP Wealth Advisors is committed to providing excellent service to clients across the U.S. Visit their website for market insights and planning resources to help you achieve financial success.