Scott Sayre, CFP®, CFS, MS

    women with credit card and smartphone in hand, using app on smartphone to manage finances

    FEATURED INSIGHT

    Top Recommended Apps and Tools to Begin Financial Planning

    Explore recommended financial planning tools and apps for tracking...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights
    Why High-Net-Worth Families Should Work with a Fiduciary Advisor
    Why High-Net-Worth Families Should Work with a Fiduciary Advisor

    Learn why high-net-worth families benefit from working with a fiduciary advisor who prioritizes...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials