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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 plan for what’s important.
ACCESS PERSONALIZED PLANNING-BASED ADVICE
60+
Offices Nationwide
600+
Professionals
$42.2B+
In AUM as of 12/31/25
For our disclosures, please read here.
ACCESS OUR UNCOMMON ARRAY OF WEALTH MANAGEMENT SERVICES
Retirement Planning
Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.
Estate Planning
Coordination-focused planning that helps align financial strategies with estate considerations, beneficiary designations, and legacy goals, in collaboration with other professionals where appropriate.
Tax Planning
Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time.
Business Planning
Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions.
Financial Planning
Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages.
Investment Management
Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change.
Family Office Services
Integrated support for high net-worth families with complex financial needs, including coordination of investments, planning strategies, and multi-generational considerations that may evolve over time.
Divorce Financial Planning
Guidance for navigating financial considerations before, during, or after divorce, including cash flow analysis, asset division scenarios, and longer-term planning implications.
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 2025
2025 Barron’s Top RIAS
2024 Forbes Top RIA Firms
2024 Financial Planning’s Top Firms
2025 Inc. 5000 Fastest-Growing Private Companies in America
2024 Top 50 Wealth Managers
SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS
READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH
