Are you investing in what's important?

Is someone listening to you? Are you comfortable with the process?
It is only by listening and understanding that we can build you a personalized and comprehensive financial plan. In collaborating with you, we create a framework that allows us to make thoughtful and prudent decisions. It’s the one way to truly manage the many components of your financial future—not just to meet your financial goals and objectives, but also to fulfill your aspirations.

Your path to peace of mind

Discover
Prioritize
Implement
Monitor

EP’s Peace of Mind (POM) Planning Model is the cornerstone of building a solid financial future. Click on each step to find out more.

We spend the time with you to develop a comprehensive understanding of your current needs, future goals, and personal or family ambitions—the crucial context needed to plan, invest and forge an effective partnership.

You’ll receive a tailored financial plan that organizes your financials and defines your goals. This financial foundation allows us to make thoughtful decisions together that are in your long-term best interest.

We work with you to put your plan into action. This includes creating an investment portfolio strategically structured by our in-house investment team, balanced by your goals and your risk tolerance. It reaches beyond securities to encompass your real estate, small business, insurance, college funding, wealth transfer and more to create a resilient, personalized and integrated portfolio.

Our goal is to limit the surprises, and our responsibility is to continually keep you informed through transparent reporting and proactive recommendations aligned to your goals and objectives. When you have questions, we will be there to find the right answers for you.

Our financial and investment process is based on three tenets:

simplicity-transparency-purpose