Frequently Asked Questions (FAQ)

Welcome to Eppes Wealth Management’s FAQ page. Here, we address the most common questions about our financial planning and wealth management services to help you make informed decisions about your financial future.

1. What services does Eppes Wealth Management offer?

We provide comprehensive financial planning and wealth management services tailored to families, young professionals, and retirees. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and personalized financial advice.

2. Who can benefit from your financial planning services?

Our services are designed to assist a broad range of clients, including young professionals starting their financial journeys, growing families planning their futures, and retirees looking to protect and manage their wealth.

3. What is a Registered Investment Advisor (RIA)?

An RIA is a firm registered with the SEC or state regulators that provides fiduciary financial advice. RIAs are legally obligated to act in the best interest of their clients, ensuring unbiased and transparent financial guidance.

4. How does Eppes Wealth Management create a financial plan?

We begin with a detailed assessment of your current financial situation, goals, risk tolerance, and timeline. Using this information, we develop a customized plan that includes investment strategies, savings goals, tax planning, and retirement objectives tailored to your unique needs.

5. What makes Eppes Wealth Management different from other financial advisors?

Our commitment to personalized, fiduciary advice sets us apart. We focus on building long-term relationships, providing transparent fee structures, and using holistic financial planning to address every aspect of your wealth.

6. How often will we review my financial plan?

We recommend reviewing your financial plan at least annually or whenever there is a significant life event such as marriage, the birth of a child, job change, or retirement. For our private wealth management clients, we conduct semiannual reviews, ensuring that your plan stays aligned with your goals.

7. What investment strategies do you use?

Our investment strategies are based on diversification, risk management, and long-term growth. We tailor portfolios to individual risk tolerances and time horizons, utilizing a mix of asset classes to optimize returns while minimizing risk.

8. How are your fees structured?

We offer transparent and competitive fee structures, typically based on a percentage of assets under management (AUM). We believe in clear communication about fees, with no hidden charges.

9. Can you help with retirement planning?

Yes, retirement planning is a core service. We help clients estimate retirement income needs, select the right investment vehicles, optimize Social Security benefits, and develop withdrawal strategies to sustain income through retirement.

10. How do you stay up-to-date with financial regulations and market trends?

Our team regularly attends continuing education, industry seminars, and maintains certifications to ensure we provide current and compliant financial advice based on the latest market and regulatory developments.

11. How do I get started with Eppes Wealth Management?

Start by contacting us for a complimentary consultation. We’ll discuss your financial goals, introduce our services, and determine how we can best assist you in achieving financial success.

For further questions or personalized advice, please contact the Eppes Wealth Management team. We are committed to helping you build and preserve your wealth with confidence.