What Happens Next?
Check Your Inbox
We’ve also sent The Retirement Playbook to your email. Give it a read — it’s packed with insights to help you plan thoughtfully.
Quick Check-In
A member of our team will reach out shortly to make sure you received the guide and to answer any questions you might have.
Personalized Support
If interested, we’ll match you with a fiduciary advisor for a free Financial Health Assessment*—designed to share insights into your current financial picture.
Access Personalized Planning-Based Advice
At EP Wealth Advisors, we clearly understand every retiree has unique preferences. Whether you prefer local face-to-face meetings, regional convenience, state-specific expertise, or virtual advisory relationships—our dedicated team explicitly provides personalized clarity and proactive guidance clearly tailored to your preferred advisor relationship style.
50+
Offices Nationwide
500+
Professionals
$42.2B+
In AUM as of 12/31/2025
$500,000
Investment Minimum
For our disclosures, please read here.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
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EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.