William Simpson
MBA, CFP®
EP Wealth Advisors
Senior Wealth Advisor
William Simpson
MBA, CFP®
EP Wealth Advisors
Senior 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. - William Simpson, MBA, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
He is active in the Portsmouth Chamber of Commerce, the Rotary Club of Portsmouth, and in volunteer efforts to provide free independent financial advice to consumers as part of Kiplinger’s Personal Finance magazine’s “Jump-Start Your Retirement Planning Days,” and the “Your Money Bus” nationwide tour put on by the NAPFA Consumer Education Foundation. .
In addition, Bill has been trained in Collaborative Law and is a member of the Collaborative Law Alliance of New Hampshire. Collaborative Law, most commonly used in the resolution of divorces and other disputes, is a growing practice nationwide and in New Hampshire due to the state’s current climate of shrinking budgets and court closures. Collaborative Law is a method of resolving disputes privately with the help of trained professionals, outside of the court system. Collaborative Law trained professionals work together as a team in order to reach a sustainable resolution. For more information, visit Collaborative Law Alliance of New Hampshire at www.collaborativelawnh.org. .
In his spare time Bill enjoys paddleboarding and kayaking along the coast of New Hampshire and in the winter hitting the slopes of New England on his snowboard.
Education
Boston College, MBA
Worcester Polytechnic Institute, B.S., Mechanical Engineering
Boston University, Certificate in Financial Planning
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
- 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
Professional Designations & Affiliations
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William Simpson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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EP Wealth Advisors - Awards & Recognitions
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William Simpson is a Member of the Portsmouth Rotary Club
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William Simpson is Mentioned on Business Wire: "EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC"
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William Simpson is Mentioned on Yahoo Finance: "EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC"
Contact William Simpson
Office Locations:
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875 Greenland Road
Suite A10
Portsmouth, NH 03801 -
50 Salem St
Bldg B #207
Lynnfield, MA 01940
