Financial Planning and Private Wealth Management
EWM is a fee-only fiduciary for successful professionals, busy families, and high-earners who want to maximize their financial independence.
Need a Financial Check-Up?
Our financial planning process and investment management services provide a path toward achieving what’s most important to you.
Together, we’ll create an individualized plan to get you from where you are today to where you want to be tomorrow.
Ready to gain clarity on your financial situation, set your financial goals, and grow your wealth?
-
We offer one-off, project-based financial planning. This is perfect for clients who want to get a comprehensive "financial check-up" but want to continue managing their own investments.
-
We offer investment management for clients who want to outsource their investment decision-making. This service tier includes the creation of a financial plan and ongoing financial planning to keep you on track to reach your goals.
-
Got a financial question and just need a fiduciary's expertise? We offer an hourly rate for small areas where you need help.
Why Choose a Fee-Only Fiduciary Financial Advisor?
Unlike other types of financial advisors, Eppes Wealth Management is a fee-only fiduciary — which means we provide truly objective financial guidance focused solely on your best interests.
Fee-Only
No Commissions. No Product Sales.
We never sell investments, insurance, or annuities.
Paid only by you, the client, ensuring unbiased, personalized advice.
Fiduciary Duty
Legally and Ethically Bound to Put You First.
We are under oath and law to act in your best interest at all times.
This is the highest legal and ethical standard in financial advising.
Independent
No Commissions from Third-Parties.
We don’t receive commissions from the sale of insurance or other financial products.
Since we don’t receive commissions, our sole loyalty is to you and your financial success.
“Of the roughly 285,000 professionals in the U.S. who offer clients financial advice, fewer than 2% are fee-only advisers who follow a true fiduciary standard that prohibits commissions on products recommended to clients and legally requires the advisers to always put their clients’ interests first.”
The Wall Street Journal - “Is It Time to Adopt a Uniform Fee-Only Standard for Financial Advice?”
Choosing Eppes Wealth Management means having a dedicated financial partner whose incentives are aligned with yours and who is legally bound to put your interests first — free from commissions, product sales, or outside influence.
