EP Wealth Advisors’ Post

I'm excited to share that CSP has been recognized as one of the Best Financial Advisory Firms of 2024 by USA TODAY! Thanks to the recommendations from clients & peers, we earned the #4 spot for firms with over $5 billion in AUM and ranked #11 on the overall list. Check out the full article. USA Today's Best Financial Advisory Firms 2024 (Received April 2024 for the year 2024). View the full list here: https://lnkd.in/eYFVV6D5

It is an exciting time to work for such a dynamic organization - I thoroughly enjoy working with all of the portfolio companies that make up the Carr, Riggs & Ingram ecosystem. I keenly anticipate what the future holds. Auditwerx CRI Advanced Analytics Carr, Riggs & Ingram Capital Advisors CRI Simple Numbers Level Four Advisory Services Paywerx The Preferred Legacy National Trust Bank #CarrRiggsandIngram #CPAs #accounting #advisory #MichaelTBingham #BusinessDevelopmentExecutive #businessdevelopment #highnetworthindividuals #familyoffices #privateequityfirms #hedgefunds #venturecapital #angelinvestors #financialinstitutions #communitybanks #healthcareconsulting #hospitalsystems #physiciangroups #learninginstitutions #investmentbanking #realestateinvestmenttrusts #realestatebrokerages #realestatedevelopers #realestateinvestors #businessvaluation #litigationsupport #expertwitnesses #audits #mergersandacquisitions #mortgagecompanies #titlecompanies

CRI TPA Services collaborates with the CRI Family of Companies to support individuals and organizations across various industries in achieving their objectives. Learn more by visiting https://lnkd.in/dDsNC9Sj #CRITPA #TPAServices #FinancialServices #FinancialPlanning #RetirementPlanning

Financial advisors who aren't prepared with the right skills and tools to navigate the Great Wealth Transfer will lose clients, assets, even their businesses. Want to know how to prepare? Check out Jess L. Bost, CFP®, RICP®, AIF®'s session in the Client Connection Summit.

At CGN Advisors, we adhere to key principles to build a sturdy financial foundation: 1️⃣ Forge a long-term plan 2️⃣ Embrace sustainable living 3️⃣ Secure your future 4️⃣ Cultivate a diversified portfolio 5️⃣ Live life fully At CGN Advisors, we're committed to guiding you through these principles toward financial fulfillment. Let's map out your financial journey together! #FinancialPlanning #Finance #CGNAdvisors

🍒 Everyone can benefit from a financial plan, and at JustFA - More than a platform we have the technology to make it profitable for the financial planner to engage in this market. Our technology is free to use for financial planning firms. Get in touch if you would like to understand the many benefits. 🍒 #financialplanning #financialplanners NextGen Planners The Verve Foundation NextWealth

Advisers need to “speak up and make noise” about the issue of dismissing lower value clients, Asset Managers Financial Advisers managing director Matt Wood says. 👏 👏 👏 👏 👏 👏 👏 The vast majority of advisers feel it best to disengage with lower value clients, according to Wood. JustFA - More than a platform can help any financial planning firm that needs a solution to help them work profitably with clients who have smaller portfolios😁 Link to article in the comments. 👏 👏 Isabel Baxter #finanicalplanning #ifa #financialplanners #digitaladvice

🌟 Valuation Day 2024 🌟 Theme: The Importance of Asset valuation to financial stability. This is an essential insight every investor and business owners should know for an informed decision-making.📊💼 Celebrate with us on the 5th of May, 2024 #ValuationDay #AssetValuation #FinancialStability #EstateSurveyor #ValuationAwareness #PropertyValuation #NigeriaValuation #InvestmentDecisions #FinancialReporting #RiskManagement #RealEstateValuation #PortfolioManagement #PropertyInvestment #ValuationProfession #EconomicDevelopment

Fantastic news that we are helping more clients than ever to achieve their desired future. Thank you to our clients for their continued trust, and thank you to the team and investment partners for delivering an unrivalled service. #yourfinancialfuturemadereal #financialadvice

Like many sectors, the financial services industry is known for our acronyms. They are used routinely by investors and professionals who work in the space. This week, we discussed and described our “top ten” acronyms. https://bit.ly/3wUysoK