Gather Financial Planning

EST. AUM
$148,426,333

CONTACTS
5

CLIENT ACCOUNTS
400

Firm Details

Metro area Portland, ME
CRD Number 164542
Website epwealth.com
Client types

Overview

Gather Financial® Planning is a fee-only advisory firm based in Maine, serving clients nationwide. They provide financial advice, coaching, planning, and support to individuals throughout their financial life journey. *Acquired by EP Wealth Advisors in Nov 2024 *

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gather Financial Planning

Platform Details

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