Eric Swanson

    deferred compensation written on black paper with a calculator, cash, and pen in the background

    FEATURED INSIGHT

    Retaining Key Employees with Deferred Compensation Plans

    Deferred compensation plans help businesses potentially retain key...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights
    What to Do With Your Tax Refund
    What to Do With Your Tax Refund

    As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials