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    At EP Wealth, our unwavering mission is to build and support personalized financial plans and investment strategies that align with your unique goals. We look forward to continuing to serve you and your families as you join EP Wealth Advisors in your financial journey. While this partnership may change the logo on the door of Sloan Investment Management, you will continue to be served by the same great advisory team, gaining access to EP Wealth’s full suite of services and dedicated client service for years to come.

    We’re here to answer any questions, and your advisor’s contact information can be found below:

    Your advisor will be in touch whenever additional information is needed. There are no new actions for you to take at this time.

    As you familiarize yourself with EP's service and offerings, there are a few additional benefits to consider:

    • Client Education & Content – EP provides ongoing access to educational webinars, “Informed Investor” events and quarterly newsletters. You'll also have access to events as well as our regularly published articles, educational materials, and blogs. Find all of this information here.

     

    A note from CEO Ryan Parker

    As EP Wealth Advisors embarks on its 25th year in operation, we do so with renewed energy and a clear focus on crafting an even stronger foundation for the next 25 years.

    The entrepreneurial spirit that has fueled us to grow from a used desk shared by two grade school friends from San Diego to over 400 people serving more than 13,000 households across the country endures.  As we continue to grow, I like to reflect on why we come to work every day:

    • Deliver outstanding service to every client through knowledgeable and objective advice that guides them towards their goals. 
    • Create a culture rooted in integrity that strives for excellence, always putting the client’s needs first. 

    This is how we enrich lives, one relationship at a time. It is this vision that shapes our mindset and informs what we prioritize as a company. 

     

    We look forward to partnering with you and your family today and for years to come. Welcome to EP! 

    CopRyan Parker CEO of EP Wealth Advisors-1

    More About EP Wealth Advisors

     EP Wealth was founded in 1999 by two lifelong friends who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. Since that time they’ve grown EP Wealth into a planning-first firm that puts clients’ interests first, serving over 15,000 clients around the US – and we’ve been recognized widely, including being named a Barron’s Top 25 Registered Investment Adviser in 2023. Regardless of recognition or growth, our mission from day one has been to enrich lives one relationship at a time. 

     

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