M.J. Nodilo
AIF®
EP Wealth Advisors
Regional Director/Partner
M.J. Nodilo
AIF®
EP Wealth Advisors
Regional Director/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - M.J. Nodilo, AIF®
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M.J. Nodilo is a Phoenix, 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, M.J. Nodilo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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M.J. Nodilo, Accredited Investment Fiduciary (AIF®) is a Regional Director and Partner at EP Wealth Advisors. He began his career with mutual fund institution Franklin-Templeton, where he held positions in various operational departments and on the equity-trading desk. Upon leaving Franklin, M.J. worked for Salomon Smith-Barney in Menlo Park, CA, the epicenter of the technology revolution. He often says that his time in Menlo Park was a great lesson in “what not to do” as he had a front-row seat to the bursting of the tech bubble and watched imprudent investors lose millions. M.J. returned home to Arizona in 2001 to work at UBS Paine-Webber before co-founding Pathlight, which would become part of the EP Wealth Advisors family in 2019. He and his wife Julie have two young children, who often can be found at the office spending time with Dad. M.J. is involved in the community and honored to be a member of the Thunderbirds, a non-profit organization that raises funds through the Waste Management Phoenix Open, the most attended golf tournament on the PGA Tour. Since inception, the Thunderbirds have donated more than $100 million to Arizona charities.
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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M.J. Nodilo 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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M.J. Nodilo 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 - Awards and Recognition
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Free Resources From EP Wealth Advisors
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M.J. Nodilo is Quoted in AARP Magazine, "How to Stretch Your Retirement Nest Egg as Prices Rise"
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M.J. Nodilo is Quoted in US News and World Report: "What Is Shareholder Value?"
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M.J. Nodilo is Mentioned on Tucson.com: "EP Wealth Advisors Acquires Pathlight Investors, LLC"
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M.J. Nodilo is Quoted in On Wall Street: "Marketing Tips for Breakaway Advisors"
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M.J. Nodilo is Mentioned in The DI Wire: "EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition"
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M.J. Nodilo is Mentioned in S&P Market Global Intelligence: "EP Wealth Advisors acquires Pathlight Investors"
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M.J. Nodilo is a Proud Member of the Thunderbirds Charities
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M.J. Nodilo is Pictured as Thunderbirds Representative on the Junior Golf Association of America
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M.J. Nodilo is Quoted in The Fiscal Times: "What Americans Don’t Know about Financial Fees"
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact M.J. Nodilo
Office Locations:
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3131 E. Camelback Rd.
Suite 135
Phoenix, AZ 85016
