Our Services

If we serve you well, our own success will follow.

Working with EP Wealth Advisors, you will have access to decades of investing experience, the assistance of professionals with highly specialized training and access to institutional level investments through our partnerships with Charles Schwab & Co., Inc., TD Ameritrade and Fidelity Investments. While we believe there are many quality custodians in the market, we have decided upon these three due to their size, efficient internal systems and outstanding service platforms.

What makes EP Wealth Advisors different?

  • An experienced investment committee consisting of CFA charterholders researching the markets and managing portfolios on an ongoing basis
  • An experienced team of CFP® certificants carefully analyzing the financial planning needs of each client
  • Institutional level investment products, research and trading services
  • Multiple bond distributors to increase the options available to our clients and to create a better opportunity for cost savings
  • Access to institutional alternative investment vehicles to assist in lowering portfolio volatility
  • Customization and flexibility with each client’s holdings

talk to us

For more information, or to speak with a weath advisor, contact us: info@epwealth.com
Disclaimer:

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.
  • 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.

 

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