EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William Corcoran
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William Corcoran is a Boston, MA 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, William Corcoran 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
William (Bill) Corcoran had well over a decade and a half of financial industry experience when he joined EP Wealth Advisors in 2022. This includes more than 13 years at Charles Schwab within the Schwab Institutional/Schwab Advisor Services organization, followed by over three years as Managing Partner at Minot Wealth Management, LLC. Bill feels especially at home on the EP Wealth team because he has a passion for working with people who are trying to do right by their clients in every aspect of the financial process. Beyond the world of wealth management, Bill’s avocations include golf, ice hockey and cooking. He married his wife, Shawn, in October 2022 on Cape Cod.
Suffolk University, B.S., Business
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
William Corcoran is Featured on WealthManagement.com: "EP Wealth Advisors Acquires $1B Minot Wealth Management"
William Corcoran is Mentioned in the Westwood Minute: "Acquisition of Westwood Wealth Management Firm Establishes East Coast Presence for EP Wealth Advisors"
EP Wealth - Awards and Recognition
Contact William Corcoran
690 Canton Street
Westwood, MA 02090