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
$13.6B in assets under management as of August 31, 2021

For our disclosures, please read here.

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.

Why EP Wealth Advisors?

Financial Planning

Financial Planning

As your partner, understanding your goals lets us help you prioritize your financial decisions.

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Investment Management

Investment Management

We strive to create personalized, diversified portfolios to help maximize returns and manage risk for your goals.

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Retirement Planning

Retirement Planning

With the different options available, we can help you determine the right retirement savings vehicle and determine the optimal savings rate specific to you.

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Tax Planning

Tax Planning

Taxes are one of life’s largest expenses. We help with tax projections, planning, and even preparation of returns with our on-staff CPA to help you make informed decisions.

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Business Planning

Business Planning

Managing personal and business finances can be doubly taxing. We help you integrate your business and personal planning—finding synergies that optimize both.

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Estate Planning

Estate Planning

Let’s define your legacy. We’ll listen to your legacy goals and consolidate your life insurance policies, retirement plans and other information needed to fulfill them.

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Life Transition Planning

Life Transition Planning

We can help simplify unexpected opportunities and challenges for financial stability in your next phase of life.

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Charitable Giving

Charitable Giving

We can help you with charitable remainder trusts, donor-advised funds, and gifting strategies aimed at improving your impact, while maximizing tax efficiency.

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Find an Advisor Near You

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