EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Austin Beard
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Austin Beard is a Logan, UT fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Austin Beard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Austin Beard has been involved in financial services since 2020, when he served as an accounting intern while completing his bachelor’s degree in accounting and taxation at Utah State University. Austin joined EP Wealth Advisors in 2021, inspired by the idea of helping people meet their personal financial goals through strategic financial planning and investing, which always has appealed to him. Austin is excited to help clients make good, educated financial decisions to set themselves up for their everyday lives and retirement dreams. Prior to joining EP Wealth, Austin was a tax associate at Cook Martin Poulson, PC, where he previously had interned. When he’s not in the office, you may find Austin enjoying the serenity of a golf course, wakesurfing behind a boat on a local lake, or hiking trails while engaged in self-evaluation. Austin and his wife Jordan, whom he identifies as “definitely my better half,” are self-described “foodies,” who love exploring new cuisine and dining locations.
Utah State University, M.Acc., Accounting
Utah State University, B.A., Accounting
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Austin Beard
632 N. Main St.
Logan, UT 84321