Joseph Palumbo

• Joseph is a senior vice president and wealth advisor with previous experience working directly with professional athletes in the NFL, college football, UFC, and more.

• Before joining EP Wealth Advisors in 2024, Joseph held roles in professional sports specializing in contract advising, banking, legal work, and financial advising.

• Joseph earned his B.A. in Politics at Ithaca College in New York and also maintains his Juris Doctor from Thomas Jefferson School of Law.

• When Joseph is not advising his clients, he enjoys spending time with family, traveling to new places, fitness, Brazilian ji-jitsu and being outdoors.

Client Testimonials:

• "I have had the pleasure of working with Joe Palumbo and Adam Fein and their team during my career in the NFL and currently after my retirement. I can confidently say they are one of the most reliable and trustworthy professionals I’ve worked with. They consistently demonstrate a high level of integrity, always prioritizing my best interests and my family in providing honest guidance. Their dependable approach gives me confidence in every decision we make together. I truly value Joe and Adam’s expertise and commitment, and I would highly recommend them to anyone seeking a dependable and trustworthy financial advisor." (1) - Star L., Client, 7/21/2026

• “After six years of retirement, I can tell you life has been good. But in this game you learn quick, there are a lot of bad people. The easy part is making money, the hardest part is holding on to it and holding on to yourself. I came in undrafted, league minimum, nothing promised. But from day one Joe and Adam had me thinking about the long game, not just the moment. James Baldwin said, ‘The most dangerous creation of any society is the man who has nothing to lose.’ In this league, if you don’t plan, if you don’t protect yourself, you’ll end up with nothing to lose. The Super Bowl, the Pro Bowls, they were blessings, but what truly carried me into retirement was the plan we built together with my family that gave me life after football.” (1) - Michael B., Client, 9/25/2025
• “From the moment I was drafted, through multiple contracts, growing our family, and everything in between, Joe and Adam have always been there for me and my family, having a plan every step of the way.” (1) - Joel B., Client, 9/23/2025
  

1. The testimonial reflects the client's personal experience with Joseph Palumbo and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Joseph Palumbo or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.