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CFP® and CFA Professionals
In AUM as of 4/30/23
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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.
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