First-Time Homebuyer? Here’s How to Prepare Financially

Author: Adam Werner

Adam Werner, CFP®, CPWA® weighs in on Redfin to give a few financial tips for first time home buyers and those looking to buy within the next few years. From crunching some numbers to starting a savings account, here are a few of his helpful comments in this article

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When's The Best Time To Start Working With A Wealth Manager?

The decision to work with a wealth manager can be very important. By partnering with a wealth manager, you don’t have to take on the huge responsibility of developing a plan and setting long-term financial goals alone. 

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San Diego Business Journal: "Active M&A Scene Finds Good Target in Local RIA"

When I help my clients I don’t just look at numbers, I ask them how they want to live their life. For myself, I started to consider what I wanted my life to look like. I knew wanted to keep working with my clients, but I also wanted a succession plan.

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Money Inc.: 4 Money Lessons from Game of Thrones

Author: Sean Cartin

Being a financial advisor, I can’t help but look at how movies, tv shows , and books use money in their stories. I’m always looking for the good ones, and funny enough, Game of Thrones addresses money in some of the most sophisticated ways possible. I wrote an article for Money, Inc. on this very topic, sharing how GoT can help you better understand your finances.

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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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