Michael Stillman
CPA/PFS, AIF®
EP Wealth Advisors
Wealth Advisor
Michael Stillman
CPA/PFS, AIF®
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. - Michael Stillman, CPA/PFS, AIF®
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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.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
For more than three decades, Michael Stillman has acted as a fiduciary for families and retirement plans in Texas and across the U.S. Michael specializes in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals. Michael also works closely with plan sponsor clients to evaluate service providers, eliminate costly conflicts, and enhance plan effectiveness. Michael has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants and is a member of the AICPA Personal Financial Planning Section and the Texas Society of CPAs. Michael has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. Michael’s fiduciary insights have been quoted in MarketWatch, BenefitsLink, and other media sources. Michael enjoys spending time with his wife, Ann, and their three children.
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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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.
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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.
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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.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Michael Stillman Named to “Best Wealth Managers List” as Reported on Benzinga
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Michael Stillman is Mentioned in Financial Advisor Magazine: "EP Wealth Adds Presence In Texas With International Research"
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Michael Stillman is a Member of the Texas Society of Certified Public Accountants
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Michael Stillman is Quoted in MarketWatch: "Why you can't avoid dumb 401(k) mistakes"
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Michael Stillman is Quoted in MarketWatch: "Solving the retirement crisis in America"
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Michael Stillman is Quoted in MarketWatch: "Five common investing mistakes to avoid"
Contact Michael Stillman
Office Locations:
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2301 Cedar Springs Rd
Dallas, TX 75201
