LGBTQ+ Financial Planning Guide


Planning for a secure financial future can be a complex process for any individual or family. New and changing laws, intricate family structures, and other factors can make the process challenging for members of the LGBTQ+ community. At EP Wealth Advisors, we’re committed to ensuring everyone has the knowledge, resources, advice, and assistance they need to make smart choices for their future. Take action and download our guide today – where we’ll highlight: Estate Planning, Considerations for Children, Asset Titling, Planning for Later Life …and more.

LGBTQ+ Financial Planning
EP Wealth Head office

About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 36+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

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