Liz Cady
CFA®
EP Wealth Advisors
Wealth Advisor
Liz Cady
CFA®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Liz Cady, CFA®
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Liz Cady is a Denver, CO fee-only financial planner. 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, Liz Cady 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
With more than 25 years of financial service experience, Liz Cady personalizes her approach by providing clients with integrated, objective wealth management strategies. Before joining EP Wealth Advisors, Liz spent 2 years with UBS Financial Services and 7 years at the JP Morgan Private Bank in Denver. She provided comprehensive wealth management advice to high net worth clients and was recognized in Barron's as a Colorado Top Financial Advisor. Prior to moving to Denver in 2006, Liz worked in Boston for 16 years. She advised clients in her role as Portfolio Manager at State Street Global Advisors. Liz began her investment career at Loomis Sayles after graduation from Middlebury College in Vermont. She earned her Chartered Financial Analyst designation and attended the American Bankers Association Graduate Trust School at Northwestern University. In her free time, Liz enjoys spending time with her family, including her 9 year old daughter Alexandra.
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
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Liz Cady is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Liz Cady
Office Locations:
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8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
7800 E. Union Ave.
Suite 520
Denver, CO 80237
