James A. Plaskey

    woman enjoying a sabbatical in Italy

    FEATURED INSIGHT

    Can I Afford to Take a Sabbatical?

    Carrie Sax, CFA, CFP®, shares how to evaluate the cost of a...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights

    A Guide to Tax-Advantaged Retirement Accounts
    A Guide to Tax-Advantaged Retirement Accounts

    Jimmie Plaskey, CFP®, CDFA®, walks through the main types of tax-advantaged retirement accounts,...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials