EP Wealth Advisors

Scenario planning tests financial resilience against market, tax, and...

Learn how tax-loss harvesting can help reduce capital gains exposure and support long-term planning...

Learn how charitable giving can reflect your values while supporting long-term planning across...

Learn how equity compensation can potentially support business growth, retain talent, and prepare...

Explore recommended financial planning tools and apps for tracking assets, modeling goals, and...

Explore strategies to balance your retirement income and legacy goals, including tax-efficient...

Explore how high-net-worth individuals can balance liquid and illiquid assets to support...

One Big Beautiful Bill Act (OBBBA) - As of July 4, 2025, the President signed Public Law No....

Learn how to create a business succession plan that supports long-term goals, minimizes disruption,...