What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?

Imagine a world where every professional had to act in your best interest. Wouldn’t that be nice?

That’s what it means to be a fiduciary financial advisor.

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Financial Planning Tips For Retiring In Denver

Denver is a beautiful, happening city with lots going on. It’s got something for everyone.

If you’re a fan of the outdoors, the Rocky Mountains, Pikes Peak, Garden of the Gods, Black Canyon of the Gunnison, and Great Sand Dunes National Park are all within striking distance. If you’re a sports fan, there are the Rockies, Broncos, Nuggets, and Avalanche. Animal lovers can check out all sorts of species at the Denver Zoo. Music fans have easy access to one of the most prestigious venues in the nation: Red Rocks. There’s great weather, too—assuming you don’t mind some snow.

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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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What It’s Like to Work With a Financial Advisor | EP Wealth Advisors

Shopping for a financial advisor isn’t easy, and some advisors have earned the industry a less-than-stellar reputation. So we understand why, as an investor, you might be wary of salespeople with expensive products to pitch and doubt that the advice given really applies to you. That’s why we structured EP Wealth Advisors as a fee-only firm whose status as a fiduciary means we do not receive financial incentives when recommending investment products, and we are required to put your interest before our own. In addition to explaining these benefits to prospective clients, we wanted to be able to demonstrate them. To do this effectively,  we have created a Financial Health Assessment. It’s a transparent, two-meeting process* geared to inform and educate you on the realities of the markets, financial planning, and establish the foundation for a trusting relationship with an EP Wealth Advisor.

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Financial Planning Tips for Retiring in Phoenix

Phoenix is a marvelous city, full of breathtaking nature and an endless number of things to do.

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