Advisor at EP Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EP Wealth Advisors
Location
Bethesda, MD 20817
Credentials
CFP®, Series 66
Industry experience
23 years
Matthew Brock is a CFP® with 22 years of industry experience, currently serving as an advisor at Divergent Planning since 2017. Prior to this, he worked at H. Beck, Inc. for seven years. He holds a Series 66 license and is based in Bethesda, MD. Divergent Planning serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management alongside standalone and bundled financial planning and consulting services. The firm emphasizes asset allocation and risk management, using passively oriented core holdings supplemented by a tactical model that incorporates multiple analytical approaches.
Based on EP Wealth Advisors
Based on EP Wealth Advisors
$0 - $500,000: Higher than discretionary fee (exact rate not specified) $500,000+: Varies based on blended tiered structure, tiered flat percentage fee structure, or flat percentage-based fee (exact tiers not specified) Not specified+: Up to 1.00% annually for participant-directed defined contribution retirement plans
Compensation received for providing ongoing advisory services related to certain commission-based annuities through DPL Financial Partners
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fee up to $500 per hour; retainer fee up to $10,000 for financial planning and consulting services only
6701 Democracy Blvd #300
Bethesda, MD 20817
Louisiana · Maryland · Texas · Virginia
EP Wealth Advisors, LLC
2026 - Present (1 year)
Divergent Planning, LLC
2017 - Present (9 years)
H. Beck, Inc.
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")