Author: Patrick Goshtigian
DENVER, COLO., (Jan 12, 2017) - EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $2.4 billion for clients as of Sept.30, 2016, has hired Sara Gardner, CFP® as Wealth Advisor for its Denver regional office.
“The Colorado financial advisory market is at a crossroads, with consumers demanding a more sophisticated offering,” says Ms. Gardner. “EP Wealth Advisors’ approach addresses the new reality of our industry, which goes beyond allocating investments – it’s about simplifying clients’ complex financial lives and providing them a sense of peace of mind.”
Sara has over 18 years of experience in the financial services industry in both client facing and back office roles. Ms. Gardner most recently served clients through her own financial planning firm, Elevated Planning, LLC, in Conifer, Colorado.
Ms. Gardner earned her Bachelors’ of Science in Business Administration with an emphasis in finance from Regis University in Colorado, and is a CERTIFIED FINANCIAL PLANNER™.
“Sara is a welcome addition to our team, because she understands that earning the trust of our clients means listening to them first and applying her expertise only as it relates to clients specific situation,” says Brad Hunt, CFP®, CWS®, Senior Vice President of Client Acquisition of EP Wealth Advisors in Denver, Colorado. “She really fits into our client-first culture here in Denver, and I can’t wait to work with her.”
About EP Wealth Advisors: EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages approximately $2.4 billion for clients as of September 30, 2016. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the Top RIA Firms in 2015 by Financial Advisor magazine and in 2016 by Financial Planning magazine (This ranking is based on a firm's assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015. Our presence in these rankings should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a ranked adviser does not ensure that you will experience a higher level of performance or results.). For more information, visit: www.epwealth.com.
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