“Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    John G.
    Client, EP Wealth Advisors, 12/4/24
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    Dan H.
    Client, EP Wealth Advisors, 12/2/24
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    Mary C.
    Client, EP Wealth Advisors, 1/7/25
    “They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    Karen G.
    Client, EP Wealth Advisors, 12/12/24
    “They are professional, knowledgeable and always looking out for what’s best for their clients. They also take time to get to know their clients personally to have a better understanding of their clients' perspectives and support them in their wishes.”1
    Jim K.
    Client, EP Wealth Advisors, 1/3/25
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    Marilyn R.
    Client, EP Wealth Advisors, 12/10/24
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    Mary K.
    Client, EP Wealth Advisors, 1/3/25

    DISCLOSURES

    1. The testimonial reflects the client's personal experience with Frank Patzke and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Frank Patzke or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.

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