Analyzing 7,256,1447.3M ReviewsFor 20,56820.6K Experts

Experts Reviews · Company report
EP Wealth Advisors logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%97+29.8Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.98SCORE

EP Wealth Advisors

Takoma Park, MD · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #17Position by Experts Score among all companies we track in this category. of 34 financial planners · 5.0★ from 41 Google reviews

📞 Call (240) 428-8911Request a call backWebsite ↗

Report card

Percentile vs other financial planners (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.EP Wealth Advisors is better than 99% of financial planners.A
99
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.EP Wealth Advisors is better than 97% of financial planners.A
97
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.EP Wealth Advisors is better than —% of financial planners.–
—
ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.EP Wealth Advisors is better than —% of financial planners.–
—
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.EP Wealth Advisors is better than 100% of financial planners.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.EP Wealth Advisors is better than —% of financial planners.–
—

Reviews for your job

Customers hired EP Wealth Advisors for 1 kinds of job.

EP Wealth Advisors for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.1
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—

All 1 Google reviews tagged “Investment advising”

Tracey3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★

We feel so lucky to be working with the Divergent Planning team. They are extremely knowledgeable, responsive, well-organized, proactive, and communicative. They have excellent follow-through, and we are able to reach them quickly. We have learned a great deal from them about financial and retirement planning. They…

Reasonable priceFinancial planEstate planningRetirement savings consulting

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 50%Reasonable 50%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan2—

Compare with

Allworth Financial logoAllworth FinancialExperts Score 98Takoma Park · 5.00★New Perspective Financial Solutions logoNew Perspective Financial SolutionsExperts Score 85Takoma Park · 4.88★Bethesda Wealth Planning Group [BWPG] logoBethesda Wealth Planning Group [BWPG]Experts Score 85Takoma Park · 4.89★