Jake Shuman

EP Wealth Advisors

Wealth Advisor

Jake Shuman

EP Wealth Advisors

Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Jake Shuman

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Jake Shuman is a Norwood, MA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jake Shuman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jake Shuman had been gaining experience in the financial planning profession for a year and a half when he became part of the EP Wealth Advisors family in 2022. Jake previously served as a Financial Planning Associate at Clarfeld Citizens Private Wealth, and currently is working toward the hourly experience requirement to complete his accreditation as a CERTIFIED FINANCIAL PLANNER™, having already passed the CFP® examination. He loves getting the chance to help people understand and reach their objectives—whether those goals are financial or involve other parts of their lives. Jake recognizes that every situation is unique, and finding the best path forward for each individual or family is what excites him each and every day. Before embarking on his wealth management career, Jake found satisfaction in the many challenges of golf, which he played competitively in college at Duke, and then for three years on the PGA TOUR Canada/Latin America. He continues to compete on the national amateur golf stage, and works with the Massachusetts Golf Association and First Tee of Massachusetts at clinics that teach America's youth about golf and the life lessons the sport can provide. When he’s not playing in golf events, Jake and his girlfriend are trying all the new restaurants Boston and Cape Cod have to offer.


Duke University, B.A. in Sociology, Certificate in Markets & Management

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.


  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Contact Jake Shuman

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Office Locations:

  • 720 University Ave.
    Suite 130
    Norwood, MA 02062

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