International Women’s Day: Celebrating Women in Investing

International Women’s Day: Celebrating Women in Investing (March 8, 2021)

March 8 is International Women’s Day, a day earmarked to celebrate women’s incredible achievements on a global scale. In honor of this special day, the EP Wealth team is celebrating women in the world of investing and hope to empower other women to gain confidence to start investing themselves.

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4 Things All Women Should Think About When Planning For Retirement

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Planning for retirement is difficult for everyone. Women, however, have their own unique set of challenges. Statistically speaking, with lower wages, lower investment rates, unique insurance needs, and a longer life expectancy, planning needs to be done thoughtfully. Understanding each woman’s unique  challenges is necessary in creating a successful retirement plan.


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EP Wealth Enhances Core Business Units and Suite of Services for Clients

Addition of key personnel increases support for advisors and clients and will foster continued growth

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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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