Financial Advisors in St. George, UT | EP Wealth Advisors

St. George, UT

EP Wealth's St. George office offers financial planning and investment management in one of Utah's fastest-growing cities. Our team creates customized financial plans tailored to help Utah individuals, families, and business owners achieve short and long-term lifestyle ambitions through services like investment management, retirement income planning, business solutions, estate planning, and much more. Contact us today to start building your financial future.

CONTACT St. George OFFICE

Landing Page P1070964a

CLIENT SUPPORT TEAM

Tara Kimber
Client Relationship Associate

Lyndsey Xa, CFP®
Financial Planning Manager

Natalia Amato, CFA
Portfolio Manager

Mandie Yates
Client Relationship Associate

Elizabeth Vazquez
Client Relationship Associate

Contact Our St George Financial Advisors

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

50 E 100 S
Suite 101
St. George, UT 84770

Phone: (435) 628-6336

Fax: (435) 628-2444

Hours: Monday - Friday 9:00 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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