Susan Koe, CFP®

• Susan Koe is passionate about helping individuals and families towards achieving their financial goals through thoughtful, personalized planning. She believes that everyone needs a financial plan, and she finds great fulfillment in partnering with clients to help them navigate important life milestones with confidence.

• Susan began her career at Vanguard, where she earned her CERTIFIED FINANCIAL PLANNER™ designation and spent 11 years as a high-net-worth financial planner. Her time there emphasized the importance of low-cost investing and disciplined planning. Seeking deeper client relationships and broader planning opportunities, she joined Better Money Decisions before joining EP Wealth Advisors.

• Susan holds a Bachelor’s degree in Finance and Economics and a Master’s degree in Business. She is a CERTIFIED FINANCIAL PLANNER™ professional.

• Outside of work, Susan enjoys hiking and traveling with her husband and two children. She is also an active volunteer at her church and her children’s school, finding joy in both community involvement and family adventures.

Client Testimonials:

• "After meeting with several financial advisors, Deb and I selected Susan Koe, and nearly five years later, we remain very satisfied with our choice. We connected through shared Midwest roots and values, which has grown into a trusting relationship, especially between Susan and Deb. Susan listens carefully and asks thoughtful questions, helping us create an investment strategy that suits our priorities and comfort level.
  
  Our quarterly meetings cover more than investments, including life milestones and tax considerations. Susan’s deep understanding of us, built over years, allows her to offer advice tailored to our needs—something hard to find with a new advisor. We also value the personal touches, like her love of pets, that make working with her enjoyable. For us, a good advisor means trust, responsiveness, and respect, all of which Susan consistently provides. We look forward to continuing our partnership. Thank you, Susan, for your guidance and trust." (1) - Stewart F., Client, 8/25/2026

1. The testimonial reflects the client's personal experience with Susan Koe and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Susan Koe 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.