EP Wealth Advisors

High-net-worth individuals face complex tax challenges. Learn about...

Back in 2015, the Supreme Court ruled in favor of legalizing same-sex marriage. LGBTQ+ couples that...

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...

Are my deposits covered? FDIC insurance automatically covers certain deposit accounts. For...

Nearly 3 in 10 US adults currently have a child under 18 in the home, and 12% also provide unpaid...

When it comes to retirement planning, the decision about when to take Social Security is one of the...

You’ve worked hard for decades, and now it’s time to live the good life and get ready to enjoy your...

Investing isn’t a walk in the park—even when the economy is firing on all cylinders.

You’ve landed a great job with a generous benefits package. However, there's one thing to work out:...