Andy Thomas, CFP®, CPA

    Younger man analyzing documents for business succession plan with older businessman

    FEATURED INSIGHT

    Creating a Succession Plan that Can Help Protect Your Business Legacy

    Learn how to create a business succession plan that supports...

    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