Robert Davis
EP Wealth Advisors
Vice President
Robert Davis
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Davis
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Robert Davis is a Salt Lake City, UT 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, Robert Davis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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EP Wealth Youtube Channel with additional commentary
Robert Davis is Vice President at EP Wealth Advisors, he wanted to be a financial advisor from the moment he learned about the career. He went on to obtain his degree in Personal Financial Planning at Utah Valley University. Robert chose EP Wealth Advisors because of the incredible structure it provides in helping Individuals and families reach their financial goals. He receives his greatest satisfaction from providing tailored unbiased financial advice that not only educates but empowers his clients to make the most informed decisions. When Robert is not working, he is spending time with his family, playing golf and being active outdoors.
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
Contact Robert Davis
Office Locations:
-
3115 E. Lion Lane
# 100
Salt Lake City, UT 84121
