The Estate Planners Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$421,723,000
Clients
340
Advisors
6
across 2 offices
About
The Estate Planners Group provides discretionary portfolio management and financial planning to individuals, including high‑net‑worth clients, and manages roughly $421–422 million for several hundred client accounts through a six‑advisor team. In addition to advisory services, the firm runs fee‑based financial and retirement planning classes open to the public on college campuses and facilitates insurance solutions through licensed representatives.
EPG constructs individualized investment policies and typically implements them on a discretionary basis, emphasizing fundamental analysis and diversification across equities, fixed income, mutual funds, and alternative investments consistent with modern portfolio theory. The firm also recommends and monitors third‑party investment managers when appropriate, conducts quarterly written reviews, and supplies consolidated reporting and portfolio analysis tools.
What distinguishes EPG from many peers is its affiliated private‑fund activity and related arrangements: the firm is affiliated with Hamilton Asset Advisers and xE Fund MGR (and related advisory entities) that sponsor and manage private real estate and credit funds, and EPG may solicit qualified clients to invest in those funds while, in some cases, waiving its management fee on client investments in affiliated vehicles. Combined with the firm’s public educational workshops and the fact that some advisers are licensed to sell insurance products (receiving customary commissions), this mix of fund sponsorship, adviser affiliations, public seminars, and insurance activity is less common among similar team‑based advisory firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 0.25% quarterly (1.00% annually) $500,001 - $1,000,000: 0.225% quarterly (0.90% annually) $1,000,001+: 0.20% quarterly (0.80% annually)
Insurance product commissions received by certain licensed representatives; no commissions on securities transactions.
Account minimum: $500,000
Main office
See office37 S. Delaware Avenue, Suite 1
Yardley PA 19067
Advisors at this office
5
Offices (2)
Most active in
Colorado · Florida · New Jersey · Pennsylvania
Also doing business as
Hamilton Asset Advisers, LLC · The Estate Planners Group · The Estate Planners Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew C
Series 65
Yardley, PA
The Estate Planners Group
Matthew Carpenter is a Series 65-licensed financial advisor with six years of industry experience. He is affiliated with The Estate Planners Group and previously worked at Marwood Rest Home Inc. for 26 years. Outside of advisory work, Carpenter is involved with MSC Wealth, LLC, a personal investment business focused on rental properties. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and third-party manager recommendations, employing fundamental analysis and diversified allocations across multiple asset classes.
David L
CFP®, Series 63, Series 66
Yardley, PA
The Estate Planners Group
David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.
Michael S
Series 65, Series 66
Yardley, PA
The Estate Planners Group
Michael Sullivan is a financial advisor at The Estate Planners Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with the firm since 2006. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, using fundamental analysis and diversified allocations across various asset classes.
Kevin Y
CFP®, Series 65
Fort Collins, CO
The Estate Planners Group
Kevin Yorgensen is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with The Estate Planners Group since 2019 and previously retired from the industry between 2014 and 2019. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, employing fundamental analysis and diversified allocations, and provides educational programming including public financial and retirement planning classes on college campuses.
Christopher L
Series 65
Yardley, PA
The Estate Planners Group
Christopher Loesser is a financial advisor at The Estate Planners Group with a Series 65 credential and one year of industry experience. He has been involved with Hundredfold Consulting LLC since 2022 and serves as principal and owner of Northgreen Consulting LLC, a nonprofit consulting firm. Additionally, he has been affiliated with Intervarsity Christian Fellowship / USA from 2011 to 2025. The Estate Planners Group is a six-advisor team managing approximately $421–422 million across several hundred client accounts. The firm provides discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, and offers fee-based public classes on financial and retirement planning. Its investment approach emphasizes fundamental analysis, diversification, and the use of both internally managed portfolios and recommended third-party managers, supplemented by affiliated private-fund sponsorship and related activities.
Jeffrey L
Series 65
Yardley, PA
The Estate Planners Group
Jeffrey Loesser is a financial advisor at The Estate Planners Group with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he manages and advises two pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based investment adviser serving approximately 325 individual and high-net-worth clients with personalized portfolio management, financial planning, and third-party manager recommendations. The firm employs fundamental analysis and diversified allocations and offers educational programs and enhanced reporting tools.
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