A Team Dedicated To Your Goals

    Advisor
    • Your primary contact for all financial planning and investing needs
    • Understands your financial situation and your goals
    • Oversees that all pieces of your plan are working together
    • Works with you to implement changes to your plan as your needs change

    Financial Planner

    • A dedicated Certified Financial Planner who collaborates with your advisor to build your financial plan
    • Runs multiple cashflow projections to ensure your plan will be successful and contract review
    • Creates detailed action plans with specific recommendations for you

    Estate/Advanced Planning Team

    • Assess and review existing estate planning documents
    • Assist with complex estate planning topics
    • Plan and facilitate strategies for wealth transfer across generations
    • Asset protection

    Portfolio Manager

    • Performs trading transactions for specific plan needs such as tax efficiency, cash liquidity, or individual stock positions
    • Identifies potential risks to make necessary changes
    • Monitors market conditions to make your portfolio stays aligned to your long-term goals

    Tax Specialist

    • Dedicated team of EA’s and CPA’s to assist you with tax planning
    • Team of specialists responsible for tax preparation and compliance
    • Assist with complex tax topics and research
    • Tax Planning for travelers

    Client Relationship/Service

    • Your dedicated representative who provides day-to-day support in scheduling, documents and assists in requests and technology
    • Knows your communication preferences and support needs

    Specialist (as needed)

    • Philanthropy
    • College Planning
    • Real Estate
    • Divorce

    Transparency and Guidance

    We provide transparency and guidance to help you plan for your future so you can focus on your athletic career now while creating generational wealth for you and your family.  

     

    At EP Wealth Advisors, you have access to our full suite of services: 

     

    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Business Planning
    • Investment Management
    • Charitable Planning
    Brian Parker-2

    EP Wealth Co-Founder, Brian Parker

     

    At EP Wealth Advisors, our business model has always been simple – our clients always come first. Derek and I always knew that if we did right by our clients, we would find success in this industry. We know that athletes are constantly experiencing times of stress and high stakes, making it our responsibility to make their wealth management journey as smooth as possible.

    - Brian Parker, Co-Founder

    Talk to Your Sports Management Advisor

    We are looking forward to hearing from you about your goals.

     

     

    DISCLOSURES

    • The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. The referenced material identified herein is limited in nature and specific to what is offered by EPWA. There is no guarantee or warrantee that the services offered by EPWA will satisfy your financial services requirements. Services offered by other advisors may be more suitable to your specific needs. 
    • There is no guarantee that all the services detailed herein will be offered to a client. The services EPWA offers clients is dependent on the requirements of each client. In many instances, clients or prospective clients may not have a need for all or some of the services detailed.

     

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