EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
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A successful financial plan is about more than portfolio performance. It's a pathway that takes you from where you are to where you truly want to be.That's why the EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor.
EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
22h ago
Wondering how you’re going to split assets in your divorce? EP Wealth Certified Divorce Financial Analyst®, Linda Ginder, explains how she helps couples navigate this process. Visit our site to find a CDFA® near you.
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EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
6d ago
Dividing debts in a divorce can be a complex process. Financial Planning Manager and Divorce Analyst Linda Ginder explains how mortgages, loans, credit cards, and other debts can be split in divorce. Find an EP Wealth advisor near you.
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EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
1w ago
Money is a common source of contention when couples divorce. A Certified Divorce Financial Analyst® at EP Wealth can potentially help protect their clients’ financial interests to build a future after divorce. Connect online to find an advisor near you.
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EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
1w ago
Who suffers the most financially in a divorce? The answer has a lot to do with the roles spouses play during the marriage, as EP Wealth CDFA® Linda Ginder explains. Find a divorce financial advisor near you.
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EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
1w ago
A CDFA is a financial planner who specializes in divorce-related financial matters. Learn more from EP Wealth CDFA® Linda Ginder. Connect online to locate an advisor near you ..read more
EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
2w ago
401(k) contribution limits for employees are increasing in 2024. Find out how much you can put away for retirement this year from the financial advisors at EP Wealth.
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EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
1M ago
As the 2024 election approaches, investors are bracing for market volatility. EP Wealth's Adam Phillips shares insights on navigating uncertainty and focusing on long-term goals during this turbulent time ..read more
EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
3M ago
A new year brings new possibilities and a new set of opportunities to keep your financial house in order. These 9 important topics, ranging from tax preparation to Medicare, are all part of a comprehensive financial plan to help keep you on track to your goals. Though you may already be working with your Advisor on the items listed below, it's always good to review the list, especially if your situation has recently changed. EP Wealth Advisors is available to help - current clients can reach out to their Advisor anytime, and if you're not a client but would like to talk to an advisor, click h ..read more
EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
3M ago
For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not fully aware of some deductions that might be available to them. Or they are simply not as diligent about tracking expenses and saving receipts as they could be ..read more
EP Wealth Advisors | Wealth Management Services - Fee Only Financial Advisors
3M ago
Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and their to-do list. Managing operations, employees, vendors, marketing, and financial tasks and legal matters are just some of the things a business owner has to deal with, and this can leave little time for other tasks ..read more