Neal Marchant
CPA/PFS
EP Wealth Advisors
Senior Vice President, Partner
Neal Marchant
CPA/PFS
EP Wealth Advisors
Senior Vice President, Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Neal Marchant, CPA/PFS
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Neal Marchant 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, Neal Marchant 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
Neal Marchant had more than 17 years of experience in financial services when he joined EP Wealth Advisors in 2022. His prior roles include President, Wealth Manager and CPA, at Vantage Advisors, LLC. Neal enjoys helping clients untangle the complexities that come with success. He emphasizes that the three keys to retirement include “spending less than you make, saving as much as you can, and don't do anything dumb.” Father to four girls and two boys, Neal spends his personal time coaching youth baseball and attending his kids’ activities. He also enjoys the great outdoors, especially fishing. Closer to home, he serves as a St. George Musical Theater Board Member.
Education
Southern Utah University, Master’s Degree, Accounting; Bachelor’s Degree, Accounting and Finance
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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Neal Marchant 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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Neal Marchant 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 Neal Marchant
Office Locations:
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50 E 100 S
Suite 101
St. George, UT 84770
