Brooke Wadsworth
CPA/PFS
EP Wealth Advisors
Vice President
Brooke Wadsworth
CPA/PFS
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brooke Wadsworth, CPA/PFS
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Brooke Wadsworth is a St. George, UT fee-only financial advisor serving clients locally and across the country. 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, Brooke Wadsworth 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
Brooke Wadsworth has been working in the financial services industry for more than half a decade. Prior to joining the EP Wealth Advisors team in 2022, Brooke was a Personal Financial Planner and Wealth Advisor at Vantage Advisors, LLC, following a role as Senior Tax Accountant at UHY Advisors MI, Inc. Brooke is a firm believer in Benjamin Franklin’s adage that, “An investment in knowledge pays the best interest.” She is a Certified Public Accountant who holds the Personal Financial Specialist credential—reserved for CPAs who have proven their expertise in financial planning by earning AICPA certifications in Estate Planning, Retirement Planning, Investment Planning, and Risk Management and Insurance Planning. She finds the most rewarding aspect of working in wealth management is celebrating the successes of her clients. She considers it a great honor to be given the opportunity to help clients build their own investments in knowledge by learning about planning opportunities that can maximize assets and help them reach their goals. Brooke is the mom of two little gentlemen who are her whole world. She and her husband coach competitive youth volleyball, and she enjoys every chance to be outdoors and spend time with her family.
Education
Oakland University, B.S., Accounting
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
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brooke Wadsworth is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Brooke Wadsworth is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Brooke Wadsworth
Office Locations:
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50 E 100 S
Suite 101
St. George, UT 84770
