Randall Warren
MBA
EP Wealth Advisors
Senior Vice President, Partner
Randall Warren
MBA
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. - Randall Warren, MBA
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Randall Warren is an Exton, PA 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, Randall Warren 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
Randall Warren has more than 30 years of experience in the financial services industry. He joined EP Wealth Advisors after 22 years with Warren Financial, when it became part of the EP Wealth family in 2022. At that time Randy was the firm’s Chief Executive Officer and Chief Financial Officer. He specializes in three groups of clients: self-made individuals, small business owners and dual-income families. Randy’s approach to attracting clients reflects the reason he works in wealth management—simply by offering to help people enhance their finances he gets the joy of seeing them achieve their goals. Randy’s financial experience has made him a regular on CNBC and Fox Business, and a contributor to Forbes online. He serves on the board of West Chester University as well as on its Finance and Endowment committee, and on the West Chester President's Advisory Board. Randy also is on the board of TCA, his high school alma mater, and on the board of the Chester County History Center. He volunteers in various positions throughout the community as well. Randy’s outdoor-oriented lifestyle includes golf, tennis, paddle ball, pickleball, soccer, hiking and biking. His musical talents include guitar and piano. Most of all, though, Randy enjoys just being with his friends and family. He is married to his high school sweetheart and together they have raised three successful young adults.
Education
West Chester University of Pennsylvania, MBA,
Finance and Economics University of Delaware, B.S., Computer Science
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
- High Net Worth Individuals
- Small Business Owners
- Clients Experiencing Divorce
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Randall Warren
Office Locations:
-
7 Dowlin Forge Rd
Exton, PA 19341
