EP Wealth Advisors
EP Wealth Advisors
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. - Michael Stillman, CPA/PFS, AIF®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Stillman is a Dallas, TX 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, Michael Stillman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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
- 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
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
Michael Stillman is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Michael Stillman is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Michael Stillman is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
EP Wealth - Awards and Recognition
Michael Stillman Named to “Best Wealth Managers List” as Reported on Benzinga
Michael Stillman is Mentioned in Financial Advisor Magazine: "EP Wealth Adds Presence In Texas With International Research"
Michael Stillman is a Member of the Texas Society of Certified Public Accountants
Michael Stillman is Quoted in MarketWatch: "Why you can't avoid dumb 401(k) mistakes"
Michael Stillman is Quoted in MarketWatch: "Solving the retirement crisis in America"
Michael Stillman is Quoted in MarketWatch: "Five common investing mistakes to avoid"
Contact Michael Stillman
2301 Cedar Springs Rd
Dallas, TX 75201