An Important Message from Our President and CEO

Given the unprecedented impact of the novel COVID-19 virus, we at EP Wealth want to share a few key updates regarding our commitment to you. We will do our part to protect your health, employee health, and our communities while still providing you the service you have been accustomed to. 

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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Why Place Your Trust in a Fee-Only Financial Advisor?

It’s a hard truth many financial advisors would rather not hear. As numerous sources such as the popular financial website The Motley Fool have noted, 65% of respondents in a 2016 poll by the American Association of Individual Investors said they mistrust the financial services industry to some degree, and only 2% claimed to trust financial professionals “a lot.”

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USMCA Deal Removes One Source of Trade Uncertainty

Beggars Can’t Be Choosers

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In the News: Barron's Advisor Directory

Barron’s Magazine is viewed by many as a premier investment news source. And this year, Barron’s named EP Wealth Advisors to Barron’s 2019 Top 50 RIAs and included us in their Advisor Directory.

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