Financial Advisors in PHILADELPHIA-MEDIA, PENNSYLVANIA

    Philadelphia-Media, PA

    The EP Wealth office in Media serves Philadelphia area families, business owners, and entrepreneurs by providing personalized financial plans, investment management, retirement planning, risk management, estate planning, tax planning, business solutions, and more. Our strategies are tailored specifically to help you meet your short and long-term lifestyle, legacy, and financial goals.

    CONTACT THE PHILADELPHIA-MEDIA OFFICE
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    CLIENT SUPPORT TEAM

    Theodosia Taylor
    Senior Client Relationship Associate

    Elizabeth Tiberi
    Client Relationship Associate

    Geniffer Takacs, CFA
    Director of Portfolio Management

    Jacob Miller
    Client Relationship Associate

    Contact Our Philadelphia-Media Financial Advisors

    Our Philadelphia-Media office invites you to visit and meet our financial advisors to see what our full-service team can provide.

    1215 W. Baltimore Pike
    Suite 8
    Media, PA 19063
    Fax: (610) 565-2513
    Hours: Monday - Friday 8:00 am - 5:00 pm

    WE KEEP YOU INFORMED

    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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