Author: Derek Holman
This article was originally published in The Street.
No question, the coronavirus has created angst and uncertainty, but how can you adapt and make the best possible decisions for your financial future? Amid this uncertain economic environment, you should become familiar with new regulations.Read More
Addition of key personnel increases support for advisors and clients and will foster continued growthRead More
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
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