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

713 personalized financial plans and financial plan updates delivered in 2019
40+ CFP® and CFA professionals
$7.0B in assets under management as of June 30, 2020

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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.

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