EP Wealth Advisors: Wealth Management
For All Things Important to You
Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.
- Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning and more.
- As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
- Dedicated Wealth Team approach, led by your Advisor - so you can focus on what’s important.
ACCESS PERSONALIZED PLANNING-BASED ADVICE
40+
Offices Nationwide
400+
Professionals
$28.9B
In AUM as of 09/30/24
$500,000
Investment Minimum
For our disclosures, please read here.
ACCESS OUR UNCOMMON ARRAY OF WEALTH MANAGEMENT SERVICES
SEE HOW WE WORK WITH YOU
DISCOVER YOUR FINANCIAL GOALS
You and your EP Wealth Advisor meet to discuss your situation and goals.
CREATE A SOUND FINANCIAL PLAN
Your EP Wealth team of CFPs, tax and estate professionals, and portfolio managers build your personalized financial plan.
IMPLEMENT YOUR CUSTOMIZED PLAN
We’ll manage any changes to your investment portfolio and work with you to implement your estate, tax, giving, and other plans.
MONITOR YOUR PLAN AND PROGRESS
We meet regularly to review your portfolio, keep you informed of your progress, and stay abreast of your life changes.
VIEW OUR LATEST MARKET OUTLOOK
Gain insights that keep you informed.
FIND A FINANCIAL ADVISOR NEAR YOU
Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.
EP WEALTH HAS BEEN FEATURED IN:
STAY INFORMED
Review our recent market insights and planning-based resources.
RECOGNITION
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USA Today Best Financial Advisory Firms 2024
2024 Barron’s Top RIAS
2023 Financial Planning’s Top Firms
2024 Inc. 5000 Fastest-Growing Private Companies in America
2024 Top 50 Wealth Managers