Neal Thompson, AIF®, CEPA®

• He helps clients align their wealth with their life goals, with a focus on retirement readiness for federal employees and business owners. He coordinates planning across investments, tax strategy, and cash flow to support long-term financial confidence.

• He founded and led Thompson Wealth Management before joining EP Wealth. Since 2009, he has advised federal employees through FERS and CSRS workshops. He holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) designations.

• He takes a structured, education-focused, fiduciary-driven approach. He simplifies complex decisions and develops actionable plans designed to help clients move forward with clarity and confidence.

• He lives in Scottsdale with his wife, Amber, and their four children. Faith and family are at the center of everything he does. A business builder at heart, he's founded and grown multiple successful companies and is passionate about helping others think bigger about what's possible. When he's not on the sidelines of his sons' games or watching his daughters dance, he enjoys golf, fitness, hiking, travel, and almost anything in good company.

Client Testimonials:

• “Neal and his fellow associates are extremely professional and very proactive to all our questions and concerns with regard to our investment accounts. Their knowledge and customer service have made our retirement decisions comforting at all times and we’re very grateful to have built this relationship with them.” (1) - Steve P., Client, 5/8/2026

• "We have worked with Neal Thompson and his team for several years, and their guidance has been invaluable. They provide a tailored, proactive approach that aligns with our long-term goals and risk tolerance. Their expertise and thoughtful portfolio management give us confidence and peace of mind.” (1) - Chris & Donna P., Client, 5/4/2026

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