ACCESS PERSONALIZED PLANNING-BASED ADVICE
CFP® and CFA Professionals
In AUM as of 12/31/22
For our disclosures, please read here.
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, attorneys, and other investment professionals build your personalized, comprehensive financial plan.
IMPLEMENT YOUR INVESTMENT STRATEGY
We strategically structure your investment portfolio and work with you to implement your estate, tax, giving, and other plans.
MONITOR YOUR INVESTMENT PROGRESS
We meet regularly to review your portfolio, keep you informed of your progress, and stay abreast of your life changes.
ACCESS OUR UNCOMMON ARRAY OF WEALTH MANAGEMENT SERVICES
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:
Review our recent market insights and 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