31
Offices Nationwide
80+
CFP® and CFA Professionals
$16.1B
In AUM as of December 31, 2022
$500,000
Investment Minimum
Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth planning-based approach to address your unique financial goals and needs, no matter how complex. And our fee-only approach ensures we are objective in our recommendations. Experience our personalized touch and deep expertise, so you can focus on what's important.
31
Offices Nationwide
80+
CFP® and CFA Professionals
$16.1B
In AUM as of December 31, 2022
$500,000
Investment Minimum
For our disclosures, please read here.
Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.
1
You and your EP Wealth Advisor meet to discuss your situation and goals.
2
Your EP Wealth team of CFP®s, estate attorneys, and investment professionals build your personalized, comprehensive financial plan.
3
Your investment portfolio is strategically structured, and your advisor works with you to implement your estate, tax, giving and other plans.
4
We meet regularly to keep you informed of your progress and stay up-to-date with your life changes.
Our wealth management approach is designed to guide you throughout your financial planning and investment journey.
Review our recent market insights and financial planning based resources.
2022 Barron’s Top RIAS
2022 Financial Planning’s Top Firms
2022 Inc. 5000 Fastest-Growing Private Companies in America
Best of Orange County 2022
2022 Focus Banking & Finance Top Firms
Los Angeles Business Journal Best Places to Work 2022
For our disclosures, please read here.