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. - Brian Mulvey
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Brian Mulvey is a Boston, MA 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, Brian Mulvey 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
Brian Mulvey has three decades of experience as a financial advisor. Brian joined EP Wealth Advisors in 2022, following several years as Managing Partner at Minot Wealth Management, LLC. Prior to that, he was with UBS Financial Services Inc. for more than 11 years, where his responsibilities included Managing Director – Wealth Management. Specializing in High-Net-Worth Families, Brian enjoys working with his clients to help them protect, preserve and grow their wealth. His most important investing advice to all clients is, “Don’t try to time the market!” Brian’s personal life revolves around spending time with his wife and five children, as well as pursuing his interests in golf, travel, and especially food. He also volunteers as a youth coach for basketball and soccer.
Colby College, B.A., Economics
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 Brian Mulvey
690 Canton Street
Westwood, MA 02090