Travis Scott

EP Wealth Advisors

Wealth Advisor

Contact Me

Travis Scott

EP Wealth Advisors

Wealth Advisor

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. - Travis Scott

Contact Me

610-565-2343

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Travis Scott is a Media, PA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Travis Scott is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Travis Scott had more than nine years of experience in the financial services industry when he joined EP Wealth Advisors in 2022. Travis previously was an Investment Advisor at Lehman Financial Services. His background includes working with a variety of clients ranging from individuals to businesses. Travis enjoys helping people reach their financial goals. He considers the process of sitting down with a client, getting to know their family, and assisting them in meeting their objectives to be the best part of his job. In addition to educating others on how to better their financial situations, Travis loves spending time with his wife, their newborn, and their black lab, Sadie. A fan of the outdoors and going to the gym, he counts physical fitness and nutrition among his passions.

Education

York College of Pennsylvania, B.S., 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

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • 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

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Contact Travis Scott

610-565-2343

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Office Locations:

  • 1215 W. Baltimore Pike
    Suite 8
    Media, PA 19341

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