Chad Burton
CFP®
EP Wealth Advisors
Regional Director/Partner
Chad Burton
CFP®
EP Wealth Advisors
Regional Director/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chad Burton, CFP®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Chad Burton is a Vancouver, WA 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, Chad Burton 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
Chad Burton is Regional Director and Partner here at EP Wealth Advisors®. Prior to joining EP Wealth Advisors®, Chad Burton was the Co-Founder and CEO of NewFocus Financial Group. He served as the chairman of the investment committee and was actively involved in the investment process. In 1993, Chad was introduced to the investment world by his grandfather. As a result of their partnership, he gained valuable tools and experiences early in his career by focusing on issues specific to wealth management such as income distribution and estate planning strategies. Their partnership set the foundation for establishing a successful wealth management and financial planning firm. As a dynamic public speaker, Chad began making radio and TV appearances in 1999 with Rob Black and eventually started hosting his own radio show in 2002. Every year, he speaks to thousands of people at investment conferences and seminars. Podcasts of Chad’s radio shows can be found in the podcast section of the iTunes store.
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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Chad Burton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
EP Wealth - Awards and Recognition
-
Free Resources From EP Wealth Advisors
-
Chad Burton is the Host of New Focus on Wealth Podcast
-
Chad Burton is a Featured Guest on the Rob Black Show
-
Chad Burton is Quoted on Business Wire: "EP Wealth Advisors Acquires NewFocus Financial Group"
-
Chad Burton is Quoted in Portland Business Journal: "Another local wealth management firm sells"
Contact Chad Burton
Office Locations:
-
410 W 12th St
Vancouver, WA 98660
