Austin Seifert, CFP®, CPWA®, RMA®

• He works with high-net-worth individuals and families to deliver comprehensive planning and advanced wealth strategies. His work integrates investment management, retirement income planning, tax awareness, and estate coordination.

• He has seven years of advisory experience. He completed his CFP® education through Boston University and advanced private wealth training through Yale School of Management’s executive program.

• He takes an analytical, disciplined, and collaborative approach. He helps clients evaluate trade-offs, builds tax-aware planning strategies, and reviews progress regularly to support durable long-term results.

• Family is at the center of everything Austin does. He values spending quality time with his wife and their son and daughter, whether that means date nights, family trips, or attending local events together. Creating meaningful experiences and being fully present with the people closest to him is something he prioritizes and genuinely enjoys.

Client Testimonials:

• "I have found the levels of financial expertise and support to be the best in the industry! My financial adviser has my best interests in mind when he advises me on what I could do based upon my goals and level of risk. He does not pressure me to do anything and simply provides me with the information and knowledge so I can make informed decisions. Having said that, he is an expert in knowing what my goals are and how to achieve them, so he offers me well thought out options and paths that I can choose. Further, while I am certainly not a big investor, he treats me with a level of respect and courtesy as if I were a big investor. That makes me feel appreciated and human, not just a number in a database." (1) - Carl W., Client, 5/5/2026
• "My husband and I are very pleased with the financial help and services we have received through EP Wealth. The entire team is very welcoming and friendly. Austin is very knowledgeable and has developed a very clear and concise financial plan for our future retirement. We could not be more confident and at ease. We highly recommend Austin to all our friends and to anyone who asks.” (1)  - Martha B., Client, 4/28/2026

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