At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. We focus on your unique situation — providing you the answers and insight to your questions with one simple goal, your peace of mind.
For more information, or to speak with a wealth advisor, contact us:
This website is a publication of EP Wealth Advisors, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy nor should it be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
EP Wealth Advisors, Inc. is registered as an investment advisor with the SEC. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the strategies suggested and discussed.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
Fee based advisory services offered through EP Wealth Advisors, Inc. The firm is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The firm is registered in the following states: AZ, CA, CO, FL, HI, LA, MA, MI, NE, NV, NM, NY, OR, TX, UT, WA. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. *Certain awards may be deemed advertisements due to compensation.
Tax and legal information is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. EP Wealth Advisors is not engaged in the practice of law or accounting.
Third-party rankings and recognition from rating services or publications is no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings is available by contacting EP Wealth Advisors.
All investment strategies have the potential for profit or loss. Economic factors, market conditions, contributions and withdrawals, and investment strategies will affect the performance of any portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.
For a complete list of our electronic communication disclosures, pleaseclick here.