FINANCIAL PLANNING
FOR 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. And our fee-only approach means we are objective in our investment recommendations. Experience our personalized touch and deep expertise, so you can focus on what’s important.
INVESTMENT MANAGEMENT
FOR 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. And our fee-only approach means we are objective in our investment recommendations. Experience our personalized touch and deep expertise, so you can focus on what’s important.
WEALTH PROTECTION
FOR 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. And our fee-only approach means we are objective in our investment recommendations. Experience our personalized touch and deep expertise, so you can focus on what’s important.
EP WEALTH: WEALTH MANAGEMENT FOR ALL THINGS IMPORTANT TO YOU
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. And our fee-only approach means we are objective in our investment recommendations. Experience our personalized touch and deep expertise, so you can focus on what’s important.
ACCESS PERSONALIZED PLANNING-BASED ADVICE
30+
Offices Nationwide
380+
Professionals
$19.5B
In AUM as of 9/29/23
$500,000
Investment Minimum
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, tax and estate professionals, and portfolio managers build your personalized financial plan.
IMPLEMENT YOUR CUSTOMIZED PLAN
We’ll manage any changes to your investment portfolio and work with you to implement your estate, tax, giving, and other plans.
MONITOR YOUR PLAN AND 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
VIEW OUR LATEST MARKET OUTLOOK
Gain insights that keep you informed.
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:
STAY INFORMED
Review our recent market insights and planning-based resources.
RECOGNITION
2023 Barron’s Top RIAS
2023 Financial Planning’s Top Firms
2023 Inc. 5000 Fastest-Growing Private Companies in America
Best of Orange County 2023
Los Angeles Business Journal Best Places to Work 2023