About Us
25 years. One objective. Providing you a secure future.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Our 28 years of client relationships combined with our highly credentialed staff, enable our firm to incorporate portfolio management with a personalized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. This is an essential part of maintaining a client first relationship.
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For more information, or to speak with a weath advisor, contact us: info@epwealth.comThis 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.
- Information on this web site is directed toward U.S. residents only. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, EP Wealth Advisors, Inc. is currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: CA, OR, WA, VA, NJ, HI, MS, MT, NC, NY, OH.
- Securities offered through Securities Service Network, Inc., Member FINRA/SIPC Fee based advisory services offered through EP Wealth Advisors, Inc., a registered investment advisor.
- 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.