Do you even need a financial advisor?

Hiring a financial advisor is not for everyone. It takes a lot to trust your hard earned money to a fee-only financial advisor, even if they have deep personal financial planning, custom portfolios, and integrated tax and estate planning. That's why we've created a tool to help you better understand if hiring a financial advisor is a good fit for you.
1. Tell us about yourself
2. Tell us about your investments
3. Tell us about your experience
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Are you retired?

YES
NO

Do you have stock options?

YES
NO

Have you worked with an advisor before?

YES
NO

Do you have an estate plan?

YES
NO

Do you like to manage your money yourself?

YES
NO

Do you know if you will have enough money to last for your retirement?

YES
NO
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How much do you have available in investable assets?*

*Investable assets include cash, funds in your bank accounts, money held in retirement accounts, mutual funds, stocks, bonds, certificates of deposit, and insurance contracts with cash value.

< $500 K $500 K $1 MIL $1 MIL+
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Have you worked with a financial advisor before?

YES
NO
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Why are you looking for a financial advisor?

Final Step! 

Leave us your contact information to send you the results of your assessment. This typically takes 5 minutes or less. 

*=required

email

Thank you!


We’re so excited that you’re continuing your financial journey with EP Wealth, your assessment results are being sent you via email - so take a look in your inbox for next steps.

How to Choose a Financial Advisor | EP Wealth Advisors