Goodman, who founded Goodman Wealth Advisors in 2001. With a career spanning over 40 years, Goodman most recently served as Senior Managing Director at McDonald Partners and at Wells Fargo Advisors.

About EP Wealth Advisors EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 15 states.

Most CPAs, attorneys, investment bankers, and business brokers will tell you to focus on some fundamental issues to improve your wealth prospects; namely, your company valuation and viability ...

Ready to build personal wealth? Here are four pathways to financial planning and wealth management.

3 Stocks That Could Be Easy Wealth Builders May 30, 2024 — 09:31 am EDT Written by Anders Bylund for The Motley Fool -> It's impossible to definitively label any stock as an easy wealth builder.

Those in the lowest wealth group hold nearly three-quarters of their wealth in homes and vehicles. It may surprise some people, but real estate isn't the best long-term wealth builder.

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And ultimately that business ethos is what will continue to make the stock a wealth-builder.