Developing the Knowledge to Control Your Money

Financial Education

Talk to an EP Wealth Advisor

Financial Education is Building Effective Partnerships

The better informed you are, the more prudent your decisions will be. That is why EP Wealth Advisors is here to help you better understand your financial situation. Whether that's communicating to you through the financial advice process or providing educational seminars, we want to equip you with as much financial education as we can. Our resources include white papers, videos, and articles on personal finance, market outlooks, investments, and even how legislative changes may affect your personal financial plan and customized investment portfolio. You can find many of these on our "Resources" page and blog

The most relevant education is to talk to an EP Wealth Advisor about your own finances.

Talk to an EP Wealth Advisor

Becoming an Informed Investor - Investment Education

EP Wealth's Director of Portfolio Strategy Adam Phillips, CFA, CFP is the voice of the investment committee. He writes and co-hosts client education series including: 

  • Quarterly Informed Investor Market Outlook - both written and a webinar
  • Informed Investor Market Updates - subscribe to our blog so you don't miss the newest video
  • Informed Investor Education Series - 10 videos to help you develop a Informed Investor Mindset
Informed Investor Market Outlook

Read our Director of Portfolio Strategy's quarterly Informed Investor Market Outlook, which includes our portfolio positioning. 

Financial Knowledge Is Power

Led by our Director of Financial Planning Erin Voisin, CFP®, MS, EA, CDFA®, ChFC® we host educational webinars year-round available for all clients. Past topics include: 

Have You Heard About Our High School Financial Literacy Initiative?

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Request a Financial Education Presentation

We are passionate about financial education. So if you or your organization (schools, money clubs, employee education at companies) want to create an event where we speak on a financial or investment topic, we'd be happy to see if we can help.