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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®
$500,000investment minimum
80+CFP® and CFA professionals
$15.1Bin assets under management as of December 31, 2021