EP Wealth Advisors
James Dwyer, CFP®, AIF® is a financial professional currently serving as a Partner/Advisor at EP Wealth Advisors since August 2020. Prior to this, James held similar roles at Providus Advisors and A Better 401k from June 2013 to August 2020, focusing on providing objective financial planning and fiduciary services to individuals, families, and institutions. James began a noteworthy career at Merrill Lynch as Vice President/Portfolio Manager in the PIA Program, contributing from September 2000 to June 2013. James earned a degree in Finance from the W. P. Carey School of Business at Arizona State University between 1995 and 1999.
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