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You’ll work with me, an experienced financial advisor, to manage your investments and pursue all your goals like buying a home, retirement, and traveling the world in style. He is personable and down-to-earth and genuinely cares about helping people achieve their financial goals. He took the time to walk us through options, answer our questions in detail, and ensure we felt confident about every decision. He brings a personal touch that’s rare to find—making every conversation feel comfortable, thoughtful, and tailored specifically to us.
People who have a plan and are moving towards their asset protection planning for retirement goals feel less stress and financial worry. We feel truly fortunate to have come across his information! I’ve learned so much from him and the financial plan he prepared for our family, and it’s made a real difference in how I manage my personal finances. His responsiveness and clarity made the entire process feel smooth and stress-free. Their approach is tailored to fit my unique personal and financial goals, making the process not only manageable but also empowering. Erick and his team provided me with a personalized financial plan that has kept me on track towards achieving financial freedom.
Fee Structure: Opt for Fee-Based Compensation
Is your money really aligned with what’s important in your life? In fact, you can get a free review of your account and we’ll explain how we would manage it as your financial advisor. Any type of account whether Traditional IRA, Roth IRA or a non-retirement account, we’ve got you covered. They might have had a bad experience with another financial advisor or a fi


The investment strategies discussed are not appropriate for every investor and should be considered given a person’s investment objectives, financial situation and particular needs. Case studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. However, certain circumstances – periods of economic volatility, life milestones like a divorce or the birth of a new grandchild, or a significant change in tax rules – may prompt you to move up your timing. A "spendthrift trust" could protect a beneficiary from their own worst instincts while preserving assets for future generations. While you may want a close friend or family member to serve as trustee of your trust, keep in mind the role can involve complex decisions and important responsibilitie


We are essentially buying some time for the markets to recover and the economy to rebound. Maintaining an adequate cash reserve can help you persevere through challenging economic environments that impact your business or investment portfolio. Together with your tax professional, attorney, and estate planner, we can help you navigate the complexities of maintaining your wealth during times of transitio


We deliver clear, personalized strategies designed to reduce financial stress and help you pursue your life goals. "Expert guidance from an experienced team that CARES. "Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards."3 "They think outside the box, are asset protection planning for retirement always coming up with solutions that I never thought of (or did my other advisors) and they are always there and ready to spend the time with me to explore options."4 The changes we made stabilized my accounts and returned my investments to positive earnings."6 It feels great knowing our retirement is in such capable and trusted hand


If giving is part of the legacy you hope to leave, our estate and wealth planning teams can help you define the most suitable approach for your family and the organizations you care about. Whether you give regularly during your lifetime or are considering a significant future gift, EP Wealth helps you explore charitable strategies that align with your values and financial priorities. Whether you’re working with an estate attorney or need a referral, our role is to provide clarity and help guide decisions with the full picture in mind. Our team helps you assess beneficiary designations, structure trusts to support long-term stewardship, and coordinate your documents with your goals.
Access an Educational Partnership
Many clients have clear intentions for their estate, but struggle with how to communicate those plans to their family. Today’s estates often include more than real estate or investment accounts. This includes reviewing how trusts, insurance, and liquidity planning may be used to reduce tax exposure or prepare for future ownership changes. Our charitable giving services are designed to integrate seamlessly with your broader planning strategy, in collaboration with attorneys, CPAs, and other members of your advisory team. If you're ready to take the next step, you can find an advisor in your area to start the conversation. Every estate plan reflects a unique combination of goals, assets, and family relationships.
Edward Jones Trust Company as a trustee
As an advisor, you can help facilitate the family meeting by acting as an impartial moderator, strengthening your connection to the family beyond the head of household, and providing support during the eventual transition of wealth. It can also help with objectives and goals in maintaining wealth and optimizing estate tax implications. 124 trillion in wealth will be transferred to heirs or charity between 2024 and 2048