EP Wealth Advisors

mike iupati a month ago

Joe Palumbo and Adam Fein Ive been working with them since 2010. They made sure to know and understand my culture and background, so working with them was easy. I am thankful and grateful for their financial advice. They always have my family and I best interest. Been retired for 5 years now and I'm still able to do what I love, be with my family and travel. Thank you both for setting my family up for success!

Ildiko Antal 2 months ago

When I retired, I interviewed 5 reputable wealth mgmt firms thoroughly. EP Wealth was way above them all. It is not only that they have a track record using their proprietary software to increase ones assets but for them I was not a number with money. Their humanity shined through in my first interview. They spent a lot of time to get to know me, to understand my values, my motivations, my goals and dreams and they work with me side by side to reach them. Sean, Molly, Eli and Taylor with their specific expertise and experience work together as a team making my retirement years pleasant and free of financial worry. My husband, who is financially very savvy managing investments, also joined 1y later and now EP Wealth is managing all of our assets, filing our taxes and more. Their fees are competitive and cover all of our needs. We highly recommend EP Wealth to manage your family's finances; you will be glad you made the decision of joining them.

Bill Turner 2 months ago

I have been with EP Wealth for over 6 years. I have been so glad I took advantage of their services! My Schwab advisor recommended signing up with a financial advisor who could personalize my objectives more. EP Wealth was one of their recommendations. I made that change and everything has been so positive with my advisor since I switched! He and I look at my big picture: estate planning. Not just my retirement, but also taxes, long term care insurance, real estate I owned, trusts, and much more. He even helped me through a difficult divorce! Sean always leads off with how I am doing personally, which to me shows that he really cares about me. Never just about my money! There have been numerous times when Sean has come up with innovative ideas to handle complex situations. Things I would never have thought of. And the investment decisions EP Wealth has made have paid off handsomely, easily covering the costs of their management. I trust my advisor implicitly!

Jake 3 months ago

Jack Curran and his team at EP Wealth Advisors have been exceptional in helping our family with financial planning and investment management. You can tell they genuinely care, taking the time to understand our goals and provide thoughtful, personalized guidance. We've been consistently impressed by their expertise, professionalism, and the positive impact they've had on our family's financial future. Highly recommend Jack if you’re looking for a wealth advisor!

Jim Gosnell 5 months ago

The EP Wealth team of Brad Owen, Ashley Oliveria and Levi Anderson have been exceptional in their knowledge, recommendations, and level of world-class customer service to us. They are committed to building lasting relationships. They are trustworthy, responsive, personable, and really care about their client’s overall life goals in addition to their financial security. They provide clear guidance on what to focus on for each meeting and follow up with notes and answers to actions from meetings. EP Wealth provides detailed recommendations personalized to your situation that drive asset growth. We are extremely thankful and satisfied with their specific guidance to us. The complete list of EP Wealth services is extremely helpful to their clients and saves them money that they would have paid for those services outside of the EP Wealth team. We highly recommend you utilize the world class EP Wealth group to fulfill your financial goals and enable your dreams to come true.