Devin Paul
EP Wealth Advisors
Wealth Advisor
Devin Paul
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Devin Paul
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Devin Paul is an Exton, PA 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, Devin Paul 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
Devin Paul’s background includes six years of experience in the financial services industry, serving in multiple capacities dealing with insurance, planning and advising. He became part of the EP Wealth Advisors team in 2022. Devin’s clients tend to have oil-and-gas, maritime, healthcare, and entrepreneurial backgrounds. They’re most often pre-retirees who are looking to intelligently maximize their portfolios in ways that account for taxes and risk. Devin finds wealth management appealing because he loves having the ability to help people. He believes he’s been blessed with many gifts and characteristics that enable him to bring out the best in people and serve not only as an advisor, but as a friend. Devin also loves being able to share relatable experiences and connect with people with whom he ordinarily wouldn’t have the opportunity. A sports enthusiast who enjoys being on and around the water, he’s a disc golfer who plays competitively as part of the Professional Disc Golf Association (PDGA). Devin was awarded the Presidents Club Award in 2019 from Ameritas Life and currently sits as the Communications Officer on the board of the Former Student Association of his Alma Matter, Texas A&M University. He also serves in Leadership for the Houston Live Stock Show and Rodeo. Devin and his fiancée Bethany plan to be married in May of 2023.
Education
Texas A&M University, Maritime Business Administration, Minor in Economics
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
Contact Devin Paul
Office Locations:
-
7 Dowlin Forge Rd
Exton, PA 19341
