Brand Certified
EP Wealth Advisors
4.3(20 reviews)
Certified by EP Wealth Advisors • Apr 05, 2026
Business Details
135 West North Street, Brighton, MI
48116, United States
Certified by EP Wealth Advisors • Apr 05, 2026
(810) 229-6446
Certified by EP Wealth Advisors • Apr 05, 2026
https://www.epwealth.com/
Certified by EP Wealth Advisors • Apr 05, 2026
About
Certified by EP Wealth Advisors • Apr 05, 2026
Financial PlannerFinancial ConsultantFinancial PlanningTax ConsultantTax Preparation ServiceInvestment Service
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
Location
Certified by EP Wealth Advisors • Apr 05, 2026
Hours
Certified by EP Wealth Advisors • Apr 05, 2026
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
4.3
20 reviews
5 stars
16
4 stars0
3 stars0
2 stars
1
1 star
3
- PRpeggy RobertsonApr 18, 20245.0Great communication! Jimmie and Scott go the extra mile to make sure I understand so I can make informed decisions. They listen to my concerns and discuss many different scenarios to get the results I want. Thank You Both!
- CKChris KaczkowskiOct 28, 20235.0Took me on as a client when i had a small roll over. Treated me well the whole time. They help me with advice and i have referred several others to them. Great people!
- DLDavid LiVolsiAug 28, 20205.0I highly recommend the Rob Larsen and the Executive Wealth Management team. Many financial advisors sell you on the fact that they listen and customize your goals, but at teh end of the day they put you into a slot and hope the investment manages itself. This is 100% not true with these guys! They do the right thing every time for their clients, not their numbers. Rob is an excellent example of a professional who truly cares not just about your financial health, but the education and emotions that come with it. I am in the financial industry as well in a different capacity. I have worked with many financial advisors across the country. I can truly say that Rob is one of the best as i have worked with him on a personal and professional level.
- BKBill KleistOct 13, 20185.0This is the most professional team of advisors I have ever worked with. Their vision and mission are very clear and I have the full confidence that anyone I refer to EWM will be taken care of in the best way possible. They have the tools to build, defend and advance ones wealth in a way that is comprehensive and market savvy. Their community impact is significant as well, and they sincerely care about the people they serve. The integrity of this team second to none. I have referred this team and will continue to, to anyone looking for an investment strategy that is proven and true. EWM rocks!
Frequently Asked Questions About EP Wealth Advisors
What services does EP Wealth Advisors offer?
EP Wealth Advisors provides personalized financial planning and investment services, focusing on managing portfolios for investments of $500,000 or more.
Where is EP Wealth Advisors located?
We are located at 135 West North Street, Brighton, MI 48116, USA.
What are the office hours of EP Wealth Advisors?
Our office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with EP Wealth Advisors?
Appointments are required and can be scheduled online via our contact page at https://www.epwealth.com/contact-an-advisor.
Does EP Wealth Advisors offer online appointments?
Yes, online appointments are available to provide flexible and convenient access to our advisors.
What is the best way to contact EP Wealth Advisors?
You can contact us by phone at +1 810-229-6446 or email us at info@epwealth.com.
What nearby financial services can I find around EP Wealth Advisors?
Nearby financial services include Executive Wealth Management and Fifth Third Bank, which could be useful for additional banking or financial needs.
Are there any nearby dining options near EP Wealth Advisors?
Yes, Champ's Pub and Jameson's Irish Pub and Grill are nearby and provide great places to unwind before or after your appointment.
What entertainment or cultural venues are close to EP Wealth Advisors?
A Wilde Theatre and Studio West Gallery are close by, offering theatre performances and art exhibitions you might enjoy.
How might nearby community services benefit a client visiting EP Wealth Advisors?
Nearby organizations like the Greater Brighton Area Chamber and Bountiful Harvest Inc. provide community support and resources that may be of interest to clients looking to engage locally.
Brand Certified Facts from EP Wealth Advisors
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