Best-in-State · rank 69 · Phoenix, Arizona · listed firm: EP Wealth Advisors
Identity & firm
- Firm — EP Wealth Advisors (high)
- “Regional Director, Partner at EP Wealth Advisors” — firm_official
- Parent company — independent (high)
- “As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.” — firm_official
- Firm type — independent_ria (high)
- “Independent Registered Investment Adviser (RIA), fee-only, fiduciary-based. NAPFA member.” — professional_press
- Team name — gap: not_found_after_search
- Team size — 9 (medium)
- “Phoenix Office Team: 9+ professional staff including advisors, planners, portfolio managers, and client relationship specialists” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 25 (high)
- “M.J. Nodilo: 25+ years (career started at Franklin-Templeton in late 1990s). Career trajectory: Franklin-Templeton (various operational/trading roles), Salomon Smith Barney, Menlo Park (tech boom era), UBS Paine-Webber, ” — firm_official
- Designations — AIF (high)
- “AIF® (Accredited Investment Fiduciary)” — firm_official
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $2.5-150M” — forbes_shook
- Client niche — generalist (high)
- “Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning and more.” — firm_official
- Custodians — not_applicable (high)
- “As a fiduciary RIA, custodians are standard industry practice but not specified in public profiles.” — firm_official
- Fee model — aum_fee (high)
- “As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.” — firm_official
Positioning & marketing
- Website url — https://www.epwealth.com/our-team/phoenix/mj-nodilo/ (high)
- “M.J. Nodilo profile page at EP Wealth Advisors” — firm_official
- Value proposition (verbatim) — Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs. (high)
- “Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.” — firm_official
- Differentiators — Fee-only fiduciary structure with no commissions, Planning-based wealth management approach, Dedicated team model led by individual advisor, Comprehensive services array (retirement, investment, estate, tax planning), National firm with 60+ offices and 618+ professionals (high)
- “As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.” — firm_official
- “Dedicated Wealth Team approach, led by your Advisor - so you can plan for what's important.” — firm_official
- Content marketing — active (medium)
- “EP Wealth publishes market insights, planning guides, and blog content on wealth management topics across its website.” — firm_official
- Has podcast — no (medium)
- “No podcast detected in public profile or content channels.” — firm_official
- Books published — 0 (medium)
- “No published books listed in professional profile or biography.” — firm_official
- Linkedin url — https://www.linkedin.com/in/m-j-nodilo-8288113/ (high)
- “M.J. Nodilo LinkedIn profile” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile with active engagement on financial advisory topics.” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (Rank #69, Arizona), Barron's Top 100 RIA Firms (Firm-wide Rank #13), USA Today Best Financial Advisory Firms 2026 (Rank #9), InvestmentNews RIA Firm of the Year (2025) (high)
- “Forbes 2026 Best-In-State Wealth Advisors: Ranked #69 (Arizona)” — forbes_shook
- “Barron's Top 100 RIA Firms: Ranked #13 (7th consecutive year)” — professional_press
Visual brand
- Has distinct logo — yes (high)
- “EP Wealth Advisors maintains a distinct corporate logo and branding separate from parent holding company assets.” — firm_official
- Logo url — https://www.epwealth.com/hubfs/theme-2023/assets/images/EP%20Logo%20Tagline%2001%20260127-v1-new.svg (high)
- “EP Logo Tagline SVG asset from firm website” — firm_official
- Visual brand notes — Clean professional sans-serif wordmark with 'Plan for What's Important' tagline; blue-teal accent color (#007297); minimalist design emphasizing planning and advisory authority. (medium)
- “Primary Tagline: 'Plan for What's Important'” — firm_official
