ACCESS PERSONALIZED PLANNING-BASED ADVICE
In AUM as of 9/29/23
SEE HOW WE WORK WITH YOU
DISCOVER YOUR FINANCIAL GOALS
You and your EP Wealth Advisor meet to discuss your situation and goals.
CREATE A SOUND FINANCIAL PLAN
Your EP Wealth team of CFPs, tax and estate professionals, and portfolio managers build your personalized financial plan.
IMPLEMENT YOUR CUSTOMIZED PLAN
We’ll manage any changes to your investment portfolio and work with you to implement your estate, tax, giving, and other plans.
MONITOR YOUR PLAN AND PROGRESS
We meet regularly to review your portfolio, keep you informed of your progress, and stay abreast of your life changes.
VIEW OUR LATEST MARKET OUTLOOK
Gain insights that keep you informed.
FIND A FINANCIAL ADVISOR NEAR YOU
Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.
EP WEALTH HAS BEEN FEATURED IN:
2023 Barron’s Top RIAS
2023 Financial Planning’s Top Firms
2023 Inc. 5000 Fastest-Growing Private Companies in America
Best of Orange County 2023
Los Angeles Business Journal Best Places to Work 2023