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

Read More

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.

Read More

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.

Read More

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.  

Read More

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.

Read More