Brian Wilde

CFP®

EP Wealth Advisors

Vice President

Contact Me

Brian Wilde

CFP®

EP Wealth Advisors

Vice President

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Brian Wilde, CFP®

Contact Me

435-787-7102

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Brian Wilde is a Logan, UT 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, Brian Wilde is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

After earning his business degree at Utah Valley University, Brian Wilde chose to become a financial advisor because of the powerful impact for good that sound financial planning can have on people’s lives. He has provided financial planning services for clients for over a decade and receives great satisfaction from helping his clients create and implement financial plans that meet their unique needs. Brian earned his CFP® designation in 2015 and strives to continually educate himself and improve planning strategies as the industry continues to change and evolve for the better. Brian is a Vice President and loves the independent, fee-only, holistic approach he is able to provide at EPWA. Brian and his wife Whitney are parents of four boys, Hazen, Dash, Eli, and Finn. Brian enjoys all kind of sports, trying new things, playing the drums and spending quality time with his family.

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.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Brian Wilde is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Brian Wilde

435-787-7102

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Office Locations:

  • 632 N. Main
    Suite 3B
    Logan, UT 84321

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