EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing over $2.5 Billion in AUM as of December 31, 2016, has hired Sara Gardner, CFP as Wealth Advisor for its Denver regional office.

Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management's 30th Anniversary, by joining their elite team of esteemed professionals.

Volunteers from 3 SWFL companies including United Mechanical Inc joined forces to support the St Matthews House in its mission to serve nearly 2,500 turkeys to Collier County families who cannot afford their own Thanksgiving & Christmas Dinners.

Free White Paper Introduces an Innovative Model That Teams CPAs and Advisors to Serve Affluent Clients More Efficiently

Certified Financial Planner and in-demand Wealth Advisor Bart Zandbergen is a Featured Contributor to NOBLEMAN Magazine, which provides style and substance for the modern gentleman.

Kipp Financial Group, a financial and retirement planning firm in Ventura, names Michael A. Anderson V.P. financial planning & wealth advisor.

Mr. Andriola is one of New York's most respected financial advisors

Founder and CEO of Hobart Financial Group.

Mr. Eastman has directed wealth choices for nearly 40 years

Theo Pericleous, CRPC, was named a Top Wealth Manager by Cincinnati Magazine.

New Associate Advisors, Strategic Partnership

"Philanthropic Giving: The Gifts That Keep on Giving" Seminar Will Be Held November 20, 2014, in Sarasota, Florida

Philippe M. Hartl Listed among Barron's Top 100 Financial Advisors in California for three consecutive years.

Career shift from healthcare to financial services pays off in dividends for Wendy S. Markey

Mr. Karcz uses his financial acumen to effectively manage personal and corporate wealth