James Nevers
CFP®
EP Wealth Advisors
Vice President / Partner
James Nevers
CFP®
EP Wealth Advisors
Vice President / Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Nevers, CFP®
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James Nevers is a Kirkland, WA 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, James Nevers 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
You could say James Nevers was destined to make his mark in finance. His father and grandfather, and his great-grandfather too, made their careers in the financial world, and James knew from an early age he would follow in their footsteps. James attended the University of Washington’s Foster School of Business for his undergraduate degree and continued his education at Texas Tech University achieving a Masters in Personal Financial Planning. James lives in Kenmore with his wife Jessica and new son Jackson. Outside of work, he spends his time enjoying the outdoors, golfing, cooking, and spending time on Lake Washington with friends and 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
- 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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James Nevers 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 Nevers is Quoted in Investor's Business Daily: "Advisors Double As Financial Teachers For New Clients"
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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James Nevers is Past President of the Rotary Club of Kirkland
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James Nevers Co-Authored a Blog Post for Montgomery Perdue: "Potential Impact of the Presidential Election on Your Estate Plan and Financial Plan"
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James Nevers is Quoted in SELF Magazine: "What Financial Planners Want You to Know Before You Donate to Charity"
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James Nevers is Quoted on Newsday: "Identity theft: Don't let your guard down."
Contact James Nevers
Office Locations:
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New Address Coming Soon
Kirkland, WA 98033
