EP Wealth Advisors

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EP Wealth Advisors EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm with over $49.1 billion in AUM as of June 30, 2026.

William Bengen introduced the 4% withdrawal rule in 1994, and he has since raised his own recommended safe rate to 4.7%....
10/16/2026

William Bengen introduced the 4% withdrawal rule in 1994, and he has since raised his own recommended safe rate to 4.7%. So does the rule still hold up?

The Chicago Tribune Media GroupC PrimeTime special section put that question to financial professionals across the Chicago area, including EP Wealth Regional Director Shari Greco Reiches.

"I don't think we should do away with it," Shari told the Tribune. "But you should go in with your eyes open and really look at all the factors that will impact your retirement. That's because everyone's situation is unique."

Retirement age, a younger spouse, how much sits in 401(k)s and IRAs, long-term care coverage and legacy goals all change what a sustainable withdrawal looks like.

Read the full story on page 14 here: https://edition.pagesuite-professional.co.uk/html5/desktop/production/default.aspx?edid=9f48d0f5-893f-4433-9c44-a013ec5a0538

10/16/2026

As the Federal Reserve prepares to meet later this month to assess the economy and any potential action around interest rates, Chuck Bautista, CFP®, ChFC® spoke with Denver’s KOA News Radio about the advantages and disadvantages of rates rising .25% in September.

“Try to pay down (debt) if it’s possible, maybe stop trying to use it (credit), if it’s reasonable at this time… to put yourself in a better position,” he suggests to consumers.

Listen to the full clip!

Sometimes, the first conversation makes all the difference. After considering several financial advisory firms, one coup...
10/16/2026

Sometimes, the first conversation makes all the difference.

After considering several financial advisory firms, one couple chose EP Wealth following their initial meeting with Linda Coffey. What stood out wasn't just Linda's financial knowledge, but her warmth, approachable nature, and genuine interest in understanding their needs. For these clients, that person-to-person connection helped shape their decision.

Looking for financial guidance that starts with understanding you? Connect with an EP Wealth advisor to explore a planning approach tailored to your goals and priorities.



Client experience may not reflect the experience of others. No compensation provided. See full disclosures at https://www.epwealth.com/client-testimonials.

For Americans living in the Netherlands, investing comes with unique tax considerations. The Dutch Box 3 tax system can ...
10/15/2026

For Americans living in the Netherlands, investing comes with unique tax considerations.

The Dutch Box 3 tax system can affect how savings, investments, and U.S.-based accounts are taxed.

EP Wealth Advisor Thomas Kyle, CFP®, breaks down what American expats should know on cross-border financial planning matters.

Read the full blog: https://www.epwealth.com/blog/box-3-in-the-netherlands-what-american-expats-should-know

EP Wealth is heading to RIA Edge Orange County! Taylor Briggs and Daniel Brandolino will be on-site October 19-21, conne...
10/15/2026

EP Wealth is heading to RIA Edge Orange County!

Taylor Briggs and Daniel Brandolino will be on-site October 19-21, connecting with industry peers and sharing perspectives on growth, partnerships, and the future of wealth management.

If you’ll be there, stop by our booth to say hello, or reach out ahead of time to set up a time to connect.

Hispanic Heritage Month may be coming to a close, but the stories, values, and heritage we celebrated this month are par...
10/15/2026

Hispanic Heritage Month may be coming to a close, but the stories, values, and heritage we celebrated this month are part of who we are at EP Wealth.

Thank you to our team members who shared a piece of their story with us.

Get to know more team members here.

Should higher rates change your portfolio, debt strategy, or real estate decisions? EP Wealth Vice President Chuck Bauti...
10/14/2026

Should higher rates change your portfolio, debt strategy, or real estate decisions?

EP Wealth Vice President Chuck Bautista, MBA, CFP®, ChFC®, explains why wealthy investors may be better served by “leaning into the plan” and evaluating each decision in the context of long-term goals.

Read Chuck's full blog here: https://www.epwealth.com/blog/navigating-inflation-and-interest-rate-changes

10/14/2026

What happens when the unexpected changes your plans for the business?

Waiting too long to prepare for an exit, concentrating too much of your wealth in the company and overlooking liquidity needs can leave business owners with fewer options when circumstances change.

Cannon Carr explores three common financial planning mistakes—and why creating flexibility before you need it can make a meaningful difference.

Listen to the full episode to learn more: https://media.epwealth.com/show/ep-wealth-insights/videos/building-wealth-through-your-business-26-three-mistakes-business-owners-make-building-wealth-1/

EP Wealth Advisors is growing in Denver! We formally welcome Seth Davis as Partner and Senior Wealth Advisor.Seth brings...
10/14/2026

EP Wealth Advisors is growing in Denver! We formally welcome Seth Davis as Partner and Senior Wealth Advisor.

Seth brings decades of financial services experience across financial planning, asset allocation, corporate treasury, investment accounting, and real estate strategy. He works with individuals and families, including entertainers and executives, on complex financial decisions.

EP Wealth is thrilled to have Seth join our Denver team as we continue to grow.

Read our announcement to learn more about Seth and his background: https://www.businesswire.com/news/home/20261014177971/en/Seth-Davis-Joins-EP-Wealth-as-Partner-Senior-Wealth-Advisor-in-Denver

10/13/2026

Inflation has come down considerably from its peak, but many Americans aren't feeling much relief.

The reason? Slower inflation doesn't mean lower prices.

After several years of increases, affordability remains a major concern as consumers continue to face elevated prices.

Watch this week's full market update here with Adam Phillips, Managing Director of Investments.

Address

21535 Hawthorne Boulevard , Suite 400
Torrance, CA
90503

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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