Epstein and White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
Services
We are an independent financial services firm that can help you create retirement strategies using a variety of investment and insurance products to custom suit your needs and objectives. To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use investment products and insurance products, such as annuities, to help you meet financial goals.
While there are many great investment and insurance companies out there that provide a lot of great products, Epstein & White Retirement Income Solutions recognizes that no one company can be the BEST in every area.
When large corporations create and package their own investments, representatives who work for those companies are often limited to only being able to provide those products, or at the very least pressured into making a recommendation that is most profitable for that company.
When large corporations create and package their own investments, representatives who work for those companies are often limited to only being able to provide those products, or at the very least pressured into making a recommendation that is most profitable for that company.
You spend your whole life saving, building, and growing your assets in order to make it to this eventual dream called retirement. As you near retirement you have to make a mental paradigm shift, which is that now you are going to have to rely on these assets to replace that paycheck you no longer receive.
There are dozens of questions to ask when interviewing the person you will entrust to manage and safeguard your hard-earned dollars. One of the first questions you should be asking any professional is whether they are a Registered Investment Advisor held to the fiduciary standard of care, or a broker held only to suitability standards.
Reviews (11)
Jim Doty
Oct 22, 2021
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Alex Proctor
Nov 17, 2020
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Ken Doughty
Jul 30, 2019
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D. S.
Jun 14, 2019
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Joe W.
May 20, 2019
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I went to a presentation with Epstein & White over a year ago. I met Brad White at their office and decided to let them manage my IRA account. I am happy with the results so far. They helped me diversify my holdings and still increased my net worth more than if I had kept it in my Vanguard mutual fund. I told Brad that I did not like the first financial adviser they offered to me, and he assigned another one who I did like.
K. S.
May 18, 2019
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I had a similar bait and switch experience to the other reviewer from a few days ago. Don't fall for Epstein and White's charm, because they will dump you on some low level untrained associate. I wasted 2 months with an advisor (I won't mention her name) before I realized she didn't know what she was doing and managed to get out before committing to an indexed annuity (that's what they sell) only because she messed up which was major red flag.
Tigor T.
May 15, 2019
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My wife and I attended a retirement seminar by Epstein and White and were very impressed by a depth knowledge of the subject and presentation skills of Bradley White. David Epstein also participated and as a team they looked much better than similar financial advisers.
We scheduled a meeting and pretty much decided to hire them to look over part of our finances. It would be a BIG MISTAKE.
Probably Mr. Epstein and Mr. White do know what they are talking about. In reality you will meet with a "senior level" adviser who lives from paycheck to paycheck. Our adviser Brian could show us
We scheduled a meeting and pretty much decided to hire them to look over part of our finances. It would be a BIG MISTAKE.
Probably Mr. Epstein and Mr. White do know what they are talking about. In reality you will meet with a "senior level" adviser who lives from paycheck to paycheck. Our adviser Brian could show us
Noel Navarro
Jul 02, 2018
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Janet S.
Jun 07, 2018
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I had previously written about the misleading ads from this company, and I had suggested that they could easily fix them to make them correct. However, I heard another one today on KFMB-FM 760 that told people they could "get back all their money and if they didn't, it would be given to someone else." That is not how Social Security works. So EITHER this company is (1) NOT KNOWLEDGEABLE ABOUT THE SUBJECT MATTER, or (2) THEY ARE NOT HONEST ABOUT WHAT THEY CAN DO. I see their so-called rave reviews and I wonder if they are true, and/or if once the people are lured in they are told
Don P.
Mar 11, 2018
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My wife and I recently attended a very informative Epstein & White retirement seminar and afterward made an appointment to see Sandee; one of their financial advisers.
Going into the appointment, we had a vague idea of what would be best for us; but our situation has some 'variables' and is somewhat unique - so, we knew that a 'cookie-cutter' plan definitely would not be a good strategy.
After meeting with Sandee, we were impressed with how well she listened to us as we explained our situation, and then offered multiple solutions to fit our various scenarios.
With just
Going into the appointment, we had a vague idea of what would be best for us; but our situation has some 'variables' and is somewhat unique - so, we knew that a 'cookie-cutter' plan definitely would not be a good strategy.
After meeting with Sandee, we were impressed with how well she listened to us as we explained our situation, and then offered multiple solutions to fit our various scenarios.
With just
Bobby Ochoa
Aug 23, 2016
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