What Does a Financial Advisor Do?
The role of a financial advisor is to assist individuals in effectively and strategically managing substantial wealth. After objectively assessing a client’s situation, financial planning services may include:
- Creating investment strategies
- Providing retirement planning guidance
- Offering advice on budgeting, insurance, estate planning, and tax optimization
EP Wealth’s Certified Financial Planners® are committed to the highest professional standards, including advice that’s in your best interest and full transparency. Our holistic approach provides you with diversified financial plans tailored to your unique goals and best interests — not product sales or commissions.
The Expertise of Our Financial Advisors
EP Wealth works with retirees, executives, athletes, entertainment professionals, doctors, engineers, lawyers, divorcees, heirs, and other high-net-worth individuals. We specialize in a wide range of financial planning areas, catering to diverse needs and goals. With our team of experts boasting varied areas of expertise, we can advise you on anything from retirement to real estate with confidence.
EP Wealth’s Personalized Approach to Financial Planning
Understanding your needs is our top priority. During the initial discovery meeting, we ask about your objectives, concerns, and aspirations, while studying your income, expenses, assets, and liabilities.
Following a document review and financial health assessment, we draw up a detailed financial plan that includes suggested allocations, investments, tax planning, projections, and financial strategies.
Your financial advisor will present all proposals and analysis in a clear and straightforward manner, using charts and projections when helpful, and demonstrating how these financial strategies align with your personal life goals.
We keep the lines of communication open through subsequent financial consultations to regularly review your strategy and adapt to changing circumstances, laws, or market conditions.
Customized Financial Strategies
We understand that no two financial journeys are the same. We take pride in customizing financial roadmaps to individual scenarios, with flexibility and adaptability built right into a dynamic plan.
We believe that financial planning is an ongoing process, and we’re here to support you and ensure your financial strategy continues to align with your aspirations and expectations, regardless of life’s changes.
Additional Services and Support
In addition to everyday budgeting and investment management, our areas of specialty include:
- Tax Planning: Reduce your liability by optimizing your use of tax-advantaged saving vehicles.
- Retirement Planning: Close the gap between yearly income and the amount you need to retire.
- Estate and Legacy Planning: Plan your wills, trusts, and estate transfers without probate.
How To Find a Financial Advisor Who’s Knowledgeable and Ready to Serve Your Needs
What started for us as a single location has grown to multiple offices in Arizona, California, Colorado, Illinois, Maine, Massachusetts, New Hampshire, Pennsylvania, South Carolina, Texas, Utah, and Washington. Visit our Advisors page for the most current office information.
People choose EP Wealth for financial guidance and knowledge that extends across teams, along with friendly, personable local service. You’re in good hands here, with a commitment to transparent, ethical, and informed financial advice.
FIND A FINANCIAL ADVISOR NEAR YOU
Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.