Success on your terms.
Over the years, we have found that the people who choose to work with EP Wealth Advisors are looking for an intelligent approach, not formulaic precepts. We stress flexibility and creative thinking. We are committed to empowering our clients with the knowledge necessary to make informed financial decisions based on clearly assessing their position relative to their goals.
With an investment minimum of $500,000 per household, we are able to focus on the unique needs of affluent individuals, businesses and non-profit organizations.