EP Wealth Advisors’ Post

USA TODAY recognizes EP Wealth Advisors’ dedication to clients and consistent growth, ranking us#14 on their annual Best Financial Advisory Firms list for 2024! EP Wealth is honored to be included on this list – thank you to all our clients and employees who made this possible! This ranking highlights financial advisory firms in different AUM segments, taking into account their growth in AUM and recommendations from clients and peers. Click here to view more details about the ranking: https://hubs.la/Q02vVbZp0

Curious about how EP Wealth Advisors is not just growing, but thriving? Join Ryan Parker in an exclusive interview with RIA Channel as he delves into the strategies behind EP's organic and inorganic growth. Discover firsthand how EP Wealth Advisors plans to achieve its goal of becoming a national, fee-only RIA. Whether you're a seasoned professional or new to the industry, Ryan's insights are sure to inspire and inform. Catch the full interview here: https://hubs.la/Q02FhlCZ0

EP Wealth Advisors Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP®, recently joined Reuters TV to share his thoughts on the market and economy ahead of a key inflation data release.  “The market is expecting the month-over-month inflation print for core PCE to be up about 1/10 of a percent. If so, that's going to be the lowest print all year on a year-over-year basis,” says Phillips. “Inflation could be at about 2.6%, so the lowest in a few years. So, this is expected to be a very Fed-friendly inflation report." Watch the full segment here: https://hubs.la/Q02DZ45X0  #EPWealthAdvisors #InterestRates #Inflation

Happy Fourth of July from EP Wealth Advisors! We wish everyone a day filled with celebration, unity, and pride. #FourthOfJuly #JulyFourth #EPWealthAdvisors

It’s time to get serious about planning for retirement. Put these important deadlines for 401(k) contributions on the calendar to help you manage your tax-free deferred savings. Check out the full blog post here: https://hubs.la/Q02FhnK30 #EPWealthAdvisors #401k #Retirement #RetirementPlanning

The United States is operating with a large debt deficit, a situation that is not common with the current unemployment rate. EP Wealth Advisors Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP®, shares his commentary with Reuters to discuss how that relates to bond portfolios and fixed income allocations. Listen to Adam’s thoughts here: https://hubs.la/Q02DYY9h0 #EPWealthAdvisors #Markets

Are you ready to learn more about the markets? Dive into our latest Weekly Market Update featuring insights from our Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP®, along with our host, Robert Black as they discuss these key talking points: ▪️ Half Year Market Returns ▪️ 2nd Half 2024 Thoughts ▪️ Current Election Notes ▪️ Jobs Report on Friday Stay informed and subscribe to our blog/market insight to learn about other wealth management tips! https://hubs.la/Q02F631X0 #EPWealthAdvisors #PlanForWhatsImportant #MarketUpdate #WealthManagement

EP Wealth Advisors welcomes Sloan Investment Management into our expanding EP family! Based in Dallas, Texas, Sloan Investment Management further enhances EP’s footprint in the region, bolstering our dedication to delivering exceptional service to both current and future clients. For more details about the team from Sloan joining us, visit: https://hubs.la/Q02DZ0vX0 Join us in extending a warm welcome to the following new members of our team! #EPWealthAdvisors #WelcomeToTheTeam

EP Wealth Advisors proudly announces our partnership with Sloan Investment Management, marking a significant expansion of our services in the vibrant Dallas, Texas region! We extend a warm welcome to Frank Sloan and his esteemed team as they join EP Wealth. "EP Wealth partners with firms that share our commitment to delivering an excellent experience to clients, fostering an environment for our employees to build a career, and embracing an entrepreneurial spirit that never rests on our laurels,” said Ryan Parker, CEO of EP Wealth. “As we have gotten to know Frank and his team, we are confident that they embody these elements of our culture and are pleased to integrate them into our growing, nationwide firm.” Explore more about this milestone here: https://hubs.la/Q02DW3qY0