Boston, Massachusetts Office
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Brian specializes in working with high-net-worth families, working to help them protect, preserve and grow their wealth. His most important investing advice to all clients is, “Don’t try to time the market!”
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Brian Mulvey has three decades of experience as a financial advisor. He joined EP Wealth Advisors in 2022, following several years as Managing Partner at Minot Wealth Management, LLC. Prior to that, he was with UBS Financial Services Inc. for more than 11 years, where his responsibilities included Managing Director – Wealth Management.
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Brian earned a B.A. in Economics from Colby College.
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Brian’s personal life revolves around spending time with his wife and five children, as well as pursuing his interests in golf, travel, and especially food. He also volunteers as a youth coach for basketball and soccer.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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