EPS Wealth Management

Overview

EPS Wealth Management is an independent, individual-owned registered investment adviser focused on individual and family clients. The firm combines financial planning with portfolio management and the selection of outside advisers, operating on a mix of fee structures (percentage of AUM, hourly charges and fixed fees). Public filings indicate a clear equity bias: exchange-traded equities make up the dominant share of client assets, and the firm uses third-party managers when allocating to alternatives. EPS Wealth Management was recognized by FA Magazine as a Top RIA Firm in 2020. The firm’s advisory activity centers on discretionary portfolio management for individuals and small businesses alongside financial planning. It reports no active ESG program and is not listed as a multi-state adviser. EPS Wealth Management also lists an affiliation with an insurance company, which may support clients’ insurance and risk-transfer solutions alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices