About

Welcome to The Market Update, your weekly source for timely insights and expert commentary. Each episode, Adam Phillips, CFA, CFP®, Managing Director of Investments and Partner at EP Wealth Advisors, breaks down the latest market movements and economic developments—highlighting what matters most to investors and why.

EP Wealth Advisors is a nationally recognized investment management, financial planning, and wealth advisory firm, ranked among Barron’s Top 15 RIA Firms. The firm combines outstanding company insights, deep industry experience, and a commitment to exceptional client care.

In a constantly evolving economic landscape, EP Wealth Advisors believes financial planning is never one-size-fits-all. Its mission is to understand each client’s unique circumstances and craft a customized plan designed to help achieve their goals.

With a team of highly credentialed professionals, decades of experience, and long-standing client relationships, EP Wealth Advisors delivers integrated investment portfolios and individualized wealth strategies—bringing clarity, confidence, and peace of mind.

Visit epwealth.com.