Question 1

What services does EP Wealth Advisors provide?

Accepted Answer

EP Wealth Advisors offers a wide range of wealth management services, including financial planning, investment management, estate planning, tax planning, and more. They take a comprehensive, planning-based approach to help clients achieve their unique financial goals and needs.

Question 2

What is EP Wealth Advisors' approach to financial advising?

Accepted Answer

As a fee-only financial advisor, EP Wealth Advisors manages clients' financial plans, integrates their taxes and estate planning, and creates custom portfolios aligned with their goals. They operate as fiduciaries, putting their clients' best interests first.

Question 3

Does EP Wealth Advisors work with specific client demographics?

Accepted Answer

EP Wealth Advisors works with a diverse range of clients, including women and those going through life transitions. They have a dedicated women's initiative and experience helping clients with divorce financial planning, retirement planning, and other important life events.

Question 4

What are some of EP Wealth Advisors' areas of expertise?

Accepted Answer

In addition to comprehensive financial planning, EP Wealth Advisors specializes in areas such as asset allocation, equity investments, retirement planning, estate planning, and tax planning. They also provide services for business owners, including debt analysis and buy-sell agreements.

Question 5

How can clients access EP Wealth Advisors' services?

Accepted Answer

Clients can access EP Wealth Advisors' services by contacting an advisor directly. The company's website also provides a client login for accessing e-statements and other online resources. Additionally, EP Wealth Advisors offers a range of educational resources, including news, blog posts, and webinars.

EP Wealth Advisors

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Frequently Asked Questions about EP Wealth Advisors

What services does EP Wealth Advisors provide?

What is EP Wealth Advisors' approach to financial advising?

Does EP Wealth Advisors work with specific client demographics?

What are some of EP Wealth Advisors' areas of expertise?

How can clients access EP Wealth Advisors' services?

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