EP Wealth Advisors

May 2026

I am a lawyer and engineer which means I can be a difficult client. For the past 6+ years my wife and I have had EP Wealth Advisors (EPW) as our financial advisors. During this time, we have seen our portfolio appreciate considerably under their supervision. EPW, in particular Jon Spector, have become our trusted advisors in all areas of financial planning and wealth growth. I highly recommend their services to anyone who is serious about growing their investments to achieve a comfortable and secure retirement.

May 2026

I’ve been working with EP Wealth Advisors for several years, including with my advisor, Jonathan Spector, who joined EP Wealth after we had already established our relationship. I’m very grateful for their guidance and support. Jon has managed my savings and retirement portfolio in a way that gives me real peace of mind. I don’t have to worry about it, and I feel confident in my financial future. As a result, I now have the flexibility to choose when I want to retire, which is an incredibly reassuring position to be in. I truly feel that I’m in excellent hands.

May 2026

Very happy with my advisor at EP Wealth Jonathan Spector, who gets good returns, understands my tolerance for risk, and really listens to any concerns I may have about the market, the economy, my future, etc. Jon's really patient and explains things carefully. When I retired, EP provided also provided a medicare specialist who helped me pick plans that work for me, saving me tons of work and stress. Jon stays in touch and is proactive about keeping me informed and feeling secure about my money. I can't recommend highly enough.