Financial Advisors in NEWBURYPORT, MASSACHUSETTS

    Newburyport, MA

    EP Wealth's Newburyport office has experience creating fully customized financial, retirement, estate, tax and business plans that help regional families and business owners build, manage, and transfer wealth in alignment with their lifestyle needs and legacy ambitions. We cater to the unique needs of Newburyport's residents and look forward to creating a bespoke plan to help you build your future.

    CONTACT THE Newburyport OFFICE
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    CLIENT SUPPORT TEAM

    Tanya Vecchi
    Client Relationship Manager

    Geniffer Takacs, CFA
    Director of Portfolio Management

    Jaymz McStowe, CFP®
    Senior Financial Planner

    Contact Our Newburyport Financial Advisors

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

    102 State Street
    Suite E
    Newburyport, MA 01950
    Fax: (978) 463-8774
    Hours: Monday - Friday 9:00 am - 5:00 pm
    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “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, 12/02/2024
    “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, 01/07/2025
    "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, 12/12/2024
    “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, 01/03/2025
    “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, 12/10/2024
    “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, 01/03/2025

    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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