EP Wealth Advisors

"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!"

"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!"

"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."