A Wealth Strategy for Entrepreneurs
See around corners and thrive financially .
Traditional financial plans weren’t built for entrepreneurs.
Why? Because they overlook the powerful—and often volatile—connection between your business finances and your personal wealth.
When economic surprises hit or your business hits a fork in the road, you’re forced to make tough choices. When unexpected disruptions occur, difficult trade-offs between business investments and lifestyle support, and threats to their long-term values and success.
The Smarter Solution: Planning Built for Business Owners
At the heart of our strategy is a simple truth: You need a financial plan that understands your business.
That’s why we created the 3Rs™ Framework—a comprehensive planning approach developed by business owners, for business owners. It’s built to help you:
- Build sustainable wealth through integrated business and personal strategies
- Exit on your terms, whether that’s succession, sale, or legacy
- Create lasting impact, guided by your values and long-term goals
This isn’t just planning—it’s strategy, growth, and a path to financial freedom.
Learn from Cannon Carr
Former Business Owner, Current Partner at EP Wealth Advisors
As Featured In
Business Owner Tales from the Trenches
Join Cannon Carr, former business owner and current partner at EP Wealth Advisors, as he dives into candid conversations with entrepreneurs who’ve been in the trenches—sharing hard-earned lessons, victories, and setbacks. Discover what it takes to build and sustain business success, all while embracing the freedom that financial independence brings.
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