James Dwyer
CFP®, AIF®
EP Wealth Advisors
Vice President/Partner
James Dwyer
CFP®, AIF®
EP Wealth Advisors
Vice President/Partner
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. - James Dwyer, CFP®, AIF®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
James Dwyer is a Chandler, 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, James Dwyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
James Dwyer is a Vice President and Partner at EP Wealth Advisors, with over 20 years of experience in the financial industry. His dedication to excellence has afforded him a wide range of opportunities—each providing him ways to improve his abilities to help his clients align their finances, investments, and taxes with their life goals.
James earned his B.A in Finance from Arizona State University in 1999 and acquired his Certified Financial Planner (CFP®) designation in 2006. James' career path has allowed him to wear many hats including Vice President/Investments with Merrill Lynch and Banc of America Investments, and Co-Founder of Providus Advisors, a fee only investment management and financial planning firm, with the latter's acquisition in 2020 bringing him to EP Wealth Advisors.
In 2013, James achieved the Accredited Investment Fiduciary (AIF®) designation which reflects his extensive knowledge as well as his firmly-held standard of excellence in all of his fiscal dealings. As a Certified Financial Planner, James demonstrates the highest principles of integrity and professionalism when dealing with clients. His education, experience, and dedication have made him a resource as a fiduciary for individual investors and corporate clients alike.
When not working, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.
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
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James Dwyer is a NAPFA-Registered Financial AdvisorThe 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.
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James Dwyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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James Dwyer is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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EP Wealth Advisors - Awards & Recognition
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James Dwyer is Featured in the Gilbert Sun News: "Financial advising duo excited about acquisition"
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James Dwyer is Quoted in Citywire: "The acquisition of Providus Advisors expands EP Wealth’s presence in the Phoenix market."
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James Dwyer is Quoted in Financial Advisor Magazine: "EP Wealth Expands In Phoenix Market With Acquisition Of Providus Advisors"
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James Dwyer is Quoted on AP News: "EP Wealth Advisors Acquires Providus Advisors, LLC"
Contact James Dwyer
Office Locations:
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1490 S Price Rd.
Suite 303
Chandler, AZ 85286
