EP Wealth Advisors: 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.

Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor - so you can focus on what’s important.

FIND AN ADVISOR

ACCESS PERSONALIZED PLANNING-BASED ADVICE

45+

Offices Nationwide

500+

Professionals

$32.6B

In AUM as of 03/31/25

$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.

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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.

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:

RECOGNITION

USA Today Best Financial Advisory Firms 2024

2024 Barron’s Top RIAS

2024 Forbes Top RIA Firms

2024 Financial Planning’s Top Firms

2024 Inc. 5000 Fastest-Growing Private Companies in America

2024 Top 50 Wealth Managers