Jon Bacon

    Close up of an american football on the field, football players in the background

    FEATURED INSIGHT

    What is an NIL Financial Advisor — and Do You Need One?

    EP Wealth's Adam Fein and Joseph Palumbo are wealth advisors for pro...

    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