Elizabeth Alden Williams

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2024
  Gather Financial Planning
  Falmouth, ME
• 06/2013 → 03/2020
  Stronghold
  Portland, ME
• 11/2024 → Present
  Ep Wealth Advisors, Llc
  Falmouth, ME

Previous Registrations

• 2018-06-27 → 2025-01-22
  Gather Financial Planning
  Falmouth, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-29

Designations

• Certified Financial Planner

Other Names

• Elizabeth A. Williams
• Betsy Williams
• Elizabeth Alden Nelson
• Betsy Nelson