Alison Leary, JD

Associate Estate Planner
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About Alison

Alison Leary has been involved in the legal aspects of finance and business for more than a decade. When Alison joined the EP Wealth Advisors team in 2022, she had been creating comprehensive estate plans for individuals and providing tailored legal advice to businesses for more than seven years through Leary Law, LLC. Alison helps clients understand that finances and estate planning are two foundational elements of stability and security in life for all of us. They go hand-in-hand and have a powerful impact over our future. Sound planning decisions can change the quality of our lives and the lives of our loved ones. Often overlooked, or put off till later, these decisions have the power to provide freedom, options, and experiences. They can even change how we use our most important resource, our time. Alison enjoys providing attention, education and advice that help build a strong financial foundation. She considers it a privilege to help ensure decisions that shape the courses of her clients’ lives are honored. Beyond the territory of financial planning, Alison loves the outdoors and hiking, as well as making things including jewelry, furniture and sewing projects. She also has a Pomeranian fur baby named Simon. And she donates her time to pro bono efforts that help unaccompanied minors with their immigration cases.

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DePaul University College of Law, Juris Doctor; Illinois State University, B.A., Political Science, Spanish

How can Alison help?


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