EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adrian Larson
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Adrian Larson is a Phoenix, AZ fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adrian Larson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Adrian Larson began his career at Franklin-Templeton, working in the CFO’s office in Edinburgh, Scotland. From there, he became a research analyst with Andor Capital Management, a New York–based hedge fund pioneer in technology research and investing. During his time at Andor, Adrian travelled the globe to gain a greater understanding of the logistical dynamics of global technology supply chains, and developed actionable investment ideas for the Fund. He then put his experience to work as lead Sector Analyst at SAC Capital Advisors, Steven Cohen’s multi-strategy hedge fund. After moving to UBS Financial Services in 2006, Adrian co-founded Pathlight, which would join the EP Wealth Advisors family in 2019. Adrian has a growing passion for the game of golf and also enjoys skiing off-the-beaten path runs in Canada and Utah. He is an active member of the Executive Council, a fundraising organization benefiting numerous local charities, including Phoenix Children’s Hospital and the Boy’s & Girl’s Clubs of Greater Scottsdale.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Adrian Larson is a NAPFA Associate
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
EP Wealth - Awards and Recognition
Free Resources From EP Wealth Advisors
EP Wealth announces partnership with Adrian Larson and Pathlight Investors.
Adrian Larson is Mentioned on Business Wire: "EP Wealth Advisors Acquires Pathlight Investors, LLC"
Adrian Larson is Mentioned on The DI Wire: "EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition"
Adrian Larson is Mentioned in S&P Market Global Intelligence: "EP Wealth Advisors acquires Pathlight Investors"
Adrian Larson is an Active Volunteer with the Executive Council
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Adrian Larson
3131 E. Camelback Rd.
Phoenix, AZ 85016