Lamorinda Weekly: Lynn's Top Five - The Importance of Financial Planning for Women

Author: Lynn Ballou

As a boomer I watched my 50’s housewife Mom miss out on a lot of her dreams and sacrifice many choices for the benefit of what society thought a good wife and Mom looked like at that time.   When I talked to her about it she said it was so worth it, because she knew that my generation and those after me would have choices because of the sacrifices she and her peers made.  

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EP Wealth Advisors Welcomes Gretchen Caldwell to Lafayette Office

LAFAYETTE, CALIF., (December 11, 2017) - EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $3 billion for clients as of August 31, 2017, has hired Gretchen Caldwell as a wealth advisor for its Lafayette, California office location.

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FA Magazine: Trailblazing Female Advisors

Author: Lynn Ballou

At Financial Advisor Magazine’s “Invest in Women” conference, I sat on a panel discussing how I got started in the industry, why I think Ballou Plum worked, and why Marilyn Plum and I chose to join EP Wealth Advisors. Christopher Robbins of Financial Advisor Magazine quotes me a few times in his article “Trailblazing Female Advisors Say Tenacity, Diversity Key to Success.” If you want a peek behind the curtain to see how we made it to where we are, I suggest you read it.

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EP Wealth Advisors Adds Elizabeth Cady, CFA to Meet Denver Demand for Fee-Only Wealth Management

Author: Patrick Goshtigian 

DENVER, Jan. 30, 2017 - In response to the continued growth of its Denver region, EP Wealth Advisors has announced the appointment of Elizabeth Cady, CFA, as Wealth Advisor.

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