Empowering You to Achieve Your Legacy, Today and for Tomorrow
EP Wealth Management, LLC is a leading financial services firm that provides comprehensive wealth management solutions to individuals and families. Our mission is to help our clients create and maintain a lasting legacy, by providing them with personalized financial planning and investment strategies that align with their unique goals and values.
Our Services
At EP Wealth Management, LLC, we believe that a true legacy is not just about financial wealth, but also about creating a lasting impact on the lives of our clients and their loved ones. That's why we take a holistic approach to financial planning, taking into account not just financial goals, but also values, traditions, and family history. Our team of experienced advisors will work closely with you to create a customized financial plan that aligns with your goals and values.
Our services include wealth accumulation, wealth preservation, risk management, financial planning, and estate planning. We take a proactive approach to investing, risk management, and planning, using a combination of investment strategies and techniques to help our clients achieve their financial goals.
Our Team
Our team of experienced advisors is dedicated to providing personalized service and guidance to our clients. Our founder and principal, Robert A. Egan, CFP, CWS, has over two decades of experience in the financial services industry. His wife, Courtney, is also an integral part of our team, and the two of them share a passion for the outdoors and enjoying the beauty of nature.
Our office manager, Kathleen Reichmann, has over 25 years of experience in the financial services industry and is dedicated to providing exceptional service to our clients. Our head of security, Chelsea, may not have any formal security experience, but she is a quick learner and is dedicated to keeping our clients' information safe and secure.
Our Firm
EP Wealth Management, LLC was founded on the principle that a financial services firm should deliver a deeper pledge to its clients. We are committed to providing personalized service and guidance to our clients, and we strive to build long-term relationships based on trust, integrity, and transparency. Our firm is licensed and registered with various regulatory bodies, including the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
Contact Us
If you have any questions or would like to schedule a complimentary consultation, please feel free to contact us. We are committed to providing exceptional service to our clients, and we look forward to working with you.
