Andy Thomas, CFP®, CPA

    woman counting cash at a table with notebook, pen, calculator, and receipts

    FEATURED INSIGHT

    How Much in Emergency Savings Do High-Income Households Need?

    High-income households often need more than 3–6 months of emergency...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights
    How to Talk to Your Aging Parents About Finances
    How to Talk to Your Aging Parents About Finances

    Talking finances with your parents can be difficult for everyone. Learn how to have an honest...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials