ACCESS PERSONALIZED PLANNING-BASED ADVICE

30+

Offices Nationwide

80+

CFP® and CFA Professionals

$18.7 B

In AUM as of 4/30/23

$500,000

Investment Minimum

For our disclosures, please read here.

SEE HOW WE WORK WITH YOU

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DISCOVER YOUR FINANCIAL GOALS

You and your EP Wealth Advisor meet to discuss your situation and goals.

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CREATE A SOUND FINANCIAL PLAN

Your EP Wealth team of CFPs, attorneys, and other investment professionals build your personalized, comprehensive financial plan.

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IMPLEMENT YOUR INVESTMENT STRATEGY

We strategically structure your investment portfolio and work with you to implement your estate, tax, giving, and other plans.

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MONITOR YOUR INVESTMENT 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.

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STAY INFORMED

Review our recent market insights and planning-based resources.

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