Invest in what’s important.

A Personal Financial Plan. Custom Investment Advice. Integrated Tax Preparation and Estate Planning. A Financial Advisor Team Aligned With Your Goals.

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Financial Advisors Near You

EP Wealth has provided financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorcees, widows/widowers, LGBTQ community, real estate investment owners, foundations, and small business owners. Connect with an advisor near you.

Fast Facts about EP Wealth Advisors®

$500,000 investment minimum
80+ CFP® and CFA professionals
$12B in assets under management as of March 31, 2021

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Financial Advisory Services

All of our services are built with you as the focus. Check out how we can help you with your personal and professional financial planning.

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