Ethan Pepper (CFP®, EA, RLP)

Ethan Pepper focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Ethan Pepper is the founder of Orchard City Wealth Management, LLC, a privately owned, independent, fee-only registered investment advisory firm serving as a fiduciary for you.

Ethan started Orchard City Wealth Management, LLC after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. He grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. The notion that only established wealthy people use financial advisors didn’t sit well with Ethan. He wanted to help mid-career professionals thrive in their financial lives, too.

Ethan services individuals and families who are establishing wealth and want a guide for their financial decisions to help them build and protect their money. He also continues to work with ultra-high-net-worth and high-net-worth clients. Ethan is a collaborative partner and proactively guides clients through complex financial decisions unique to their compensation structure and personal values.

With over a decade of tax preparation experience, Ethan completes his clients’ wealth management with the necessary tax strategy and planning services for real-time savings and future income generation.

Additional Information

Member and Past President of the Financial Planning Association of Silicon Valley.

NAPFA Start Date

February 28, 2018


This Office

987 University Avenue Suite 8 Los Gatos, CA 95032 Phone: (669) 237-3006