You can contact EP Wealth Advisors by submitting the online inquiry form, or visit our office at 1844 Folsom Street, Boulder, CO 80302, United States.
Once you submit your details, an advisor reviews your current situation and responds by email or phone to arrange an initial conversation. We clarify your family objectives, outline our advisory process, and verify that our $500K minimum in investable assets fits your needs.
The initial conversation with EP Wealth Advisors
A senior advisor usually hosts the introductory call, which takes approximately 30 minutes. We ask about the timeline for your business exit, how your balance sheet is split between operational assets and liquid reserves, and what you hope to preserve for your children. You will not face sales pressure; our advisory team explains our services plainly and shares our written fee schedule before scheduling any follow-up planning sessions.
Items to gather before your introductory call
You do not need perfectly organized binders to speak with us. However, having a rough picture of your enterprise value, personal liquidity, and family commitments helps us deliver practical answers during our first discussion.
- Recent corporate tax returns or an estimate of your current company valuation
- Statements for personal brokerage accounts, traditional IRAs, and business retirement plans like a SEP-IRA or 401(k)
- An outline of your ownership structure, including buy-sell agreements or co-owner buy-out provisions
- A list of immediate family legacy goals, such as funding education accounts or transferring equity to the next generation
EP Wealth Advisors: common questions
What does the first meeting with EP Wealth Advisors cost?
The initial discussion carries no fee. EP Wealth Advisors explains ongoing management costs up front, so you can review our structure before entering any formal advisory engagement.
What are the office hours for scheduling a consultation?
Meetings are scheduled by appointment. Once you complete the contact form, an advisor coordinates a time slot that matches your working hours, whether by video call, phone, or in person at our Boulder location.
Can I consult EP Wealth Advisors if my business is located outside Colorado?
Yes. Our team works with small-business owners and families nationwide, handling strategy reviews and portfolio discussions through secure phone calls and virtual meetings.
Collaborating with our team across the country
While our home office is located in Boulder, our advisors collaborate with business founders living in every time zone. We conduct thorough discovery meetings and portfolio reviews through private video conferences or scheduled telephone calls, accommodating unpredictable operating schedules while keeping your family exit strategy moving forward.
EP Wealth Advisors contact details
EP Wealth Advisors, LLC1844 Folsom Street, Boulder, CO 80302, United States
Serving
Anywhere in the US, remotely; in person at the Boulder office.