ACCESS PERSONALIZED PLANNING-BASED ADVICE

35+

Offices Nationwide

400+

Professionals

$28.9B

In AUM as of 09/30/24

$500,000

Investment Minimum

For our disclosures, please read here.

SEE HOW WE WORK WITH YOU

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DISCOVER YOUR FINANCIAL GOALS

You and your EP Wealth Advisor meet to discuss your situation and goals.

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CREATE A SOUND FINANCIAL PLAN

Your EP Wealth team of CFPs, tax and estate professionals, and portfolio managers build your personalized financial plan.

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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.

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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.

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STAY INFORMED

Review our recent market insights and planning-based resources.

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