EP WEALTH ADVISORS HELPS YOU INVEST IN WHAT’S IMPORTANT

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.

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ACCESS LOCAL FINANCIAL PLANNING ADVICE

26

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.

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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.

SEE HOW WE WORK WITH YOU

1

DISCOVER

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

2

CREATE

Your EP Wealth team of CFP®s, estate attorneys, and investment professionals build your personalized, comprehensive financial plan.

3

IMPLEMENT

Your investment portfolio is strategically structured, and your advisor works with you to implement your estate, tax, giving and other plans.

4

MONITOR

We meet regularly to keep you informed of your progress and stay up-to-date with your life changes.

EP WEALTH HAS BEEN FEATURED IN:

RECOGNITION

For our disclosures, please read here.