Jon Bacon

    happy young couple sitting on couch together and looking over financial documents

    FEATURED INSIGHT

    Whether to Share Financial Assets with Your Spouse

    How couples manage their finances can look different for everyone. EP...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights

    Preparing Your Family for Their Inheritance
    Preparing Your Family for Their Inheritance

    Family inheritance: it's one of those taboo dinner table topics, like sex, religion and politics,...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials