EP Wealth Advisors
EP Wealth Advisors
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. - Patrick Donovan, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Patrick Donovan is a Boston, MA 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, Patrick Donovan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Suffolk University, BSBA, 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.
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
- 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
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
Patrick Donovan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Patrick Donovan is a Member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Patrick Donovan
690 Canton Street
Westwood, MA 02090