Riley Private Client, LLC

Financial planner in Southlake, TX (show on map)

Wealth management firm offering personalized financial plans and investment strategies aligned with unique client goals.

Call (817) 870-4680

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About

EP Wealth Advisors, established in 1999 by two friends dissatisfied with profit-driven wealth management, has grown into a planning-first firm serving over 15,000 clients nationwide. Known for integrity and client-first culture, EP Wealth offers comprehensive services including financial planning, investment management, estate planning, tax planning, retirement planning, and specialized services for professional athletes, doctors, lawyers, divorcees, LGBTQ+ community, and real estate investors.

The firm emphasizes delivering outstanding service, creating a culture rooted in excellence, and enriching lives through personalized relationships.

Planning-first approach

Fee-only structure ensuring objectivity

Fiduciary duty prioritizing client best interests

Comprehensive suite of services from financial planning to specialized niche services

Nationwide presence with over 60 offices and 600+ professionals

Services

Family Office Services

Integrated support for high net-worth families with complex financial needs, including coordination of investments, planning strategies, and multi-generational considerations.

Coordination of investments Planning strategies Multi-generational considerations

Financial Planning

Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages.

Cash flow management Investment integration Retirement planning Life stage considerations

Retirement Planning

Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.

Goal setting Income projection Asset allocation Withdrawal strategy

Investment Management

Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change.

Portfolio construction Risk management Tax optimization Periodic rebalancing

Estate Planning

Coordination-focused planning that helps align financial strategies with estate considerations, beneficiary designations, and legacy goals, in collaboration with other professionals where appropriate.

Will and trust creation Beneficiary designations Tax minimization strategies Legacy planning

Tax Planning

Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time.

Tax-efficient investment strategies Retirement account optimization Charitable giving planning Tax loss harvesting

Credentials & Certifications

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Juris Doctor (JD)

Master of Laws in Taxation (LL.M.)

Enrolled Agent (EA)

Certified Divorce Financial Analyst (CDFA)

Chartered Financial Consultant (ChFC)

Institute of Advanced Compensation Certified Professional (IACCP)

Certified Corporate Executive Professional (CCEP)

Certified Supply Chain Professional (CSCP)

Frequently Asked Questions

What is the difference between a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA)? +

CFPs focus on comprehensive financial planning, ensuring clients' financial strategies align with their life goals. CFAs specialize in investment analysis and portfolio management, emphasizing securities analysis and ethical investment practices.

How does EP Wealth Advisors handle tax loss harvesting? +

EP Wealth Advisors employs tax loss harvesting by strategically selling securities at a loss to offset capital gains, thereby reducing clients' tax liabilities while maintaining overall portfolio objectives.

What services are available for professional athletes? +

EP Wealth Advisors offers specialized financial planning for professional athletes, including budgeting for capital influxes, retirement planning, and tax strategies tailored to the unique financial challenges of sports careers.

Can EP Wealth Advisors assist with divorce financial planning? +

Yes, EP Wealth Advisors provides comprehensive divorce financial planning services, covering pre- and post-divorce budgeting, asset division, spousal maintenance, tax implications, and certified divorce financial analyst support.

What is the role of a Chief Financial Officer (CFO) at EP Wealth Advisors? +

The CFO at EP Wealth Advisors, Christopher Toumajian, CPA, oversees financial strategy, reporting, and compliance, ensuring the firm’s financial health aligns with its growth objectives and client service standards.

How does EP Wealth Advisors support the LGBTQ+ community? +

EP Wealth Advisors offers tailored financial planning for the LGBTQ+ community, addressing unique legal, tax, and estate planning considerations to ensure comprehensive financial security and legacy planning.