Adam Fein

    couple reviewing financial documents and investments at home while planning how to manage sudden wealth

    FEATURED INSIGHT

    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®,...

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    How to Integrate NIL Income into a Long-Term Financial Plan
    How to Integrate NIL Income into a Long-Term Financial Plan

    EP Wealth’s Adam Fein and Joseph Palumbo share how NIL college athletes can manage short-term...

    What Parents of NIL Athletes Need to Know About Wealth Planning
    What Parents of NIL Athletes Need to Know About Wealth Planning

    EP Wealth’s Vice Presidents Adam Fein and Joseph Palumbo share what parents of NIL college athletes...

    What is an NIL Financial Advisor — and Do You Need One?
    What is an NIL Financial Advisor — and Do You Need One?

    EP Wealth's Adam Fein and Joseph Palumbo are wealth advisors for pro athletes. They share what an...

    Trump’s ‘Saving College Sports’ Executive Order: What It Means for NIL and Pay-for-Play Athletes
    Trump’s ‘Saving College Sports’ Executive Order: What It Means for NIL and Pay-for-Play Athletes

    EP Wealth's Adam Fein and Joseph Palumbo share what Trump’s new college sports executive order...

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