EP Wealth Advisors - Exton (PA)

5 /5 Brian Egan: Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

5 /5 Edge of Cinema Cinema: Ive had the pleasure of attending several presentations by Randy, and he is the real deal. Warren Financial is so much more than a wealth management firm; they are an authority on the market.

5 /5 Kevin Scaltrito: Randy and his team are some of the most well researched and educated financial professionals I have ever come across. They are able to explain complex concepts and ideas in simple terms and will help business owners, selling their business, transition into retirement smoothly and effectively. I would recommend anyone to sit down and have a discussion with Randy and his team about their retirement planning.

5 /5 Ann Byer: Randy and his team of professionals give their clients an edge over their competition. As fiduciaries, they provide a unique approach to investing that gives their clients protection against down markets as well as great returns in good markets. They have a proprietary model that gives clients possible outcomes in their future, helping them to make quality decisions about their money that gives them assurance it will last through retirement. I highly recommend Randy and Warren Financial.

5 /5 Jennifer Walker: As an estate planning attorney, I come into contact with many financial professionals. Randy Warren and his colleagues at Warren Financial are truly exceptional in their knowledge of wealth management and in the level of care they exercise for their clients. Their practice is built on sound financial principles and putting the needs of their clients first. Highly recommended!