EP Wealth Advisors

Catch-up contribution limits are changing for 2026. Learn how...

A trust is a powerful estate planning tool that protects your assets and avoids the probate...

Did your 401(k) have a good year? EP Wealth retirement planning advisors explain how to calculate...

Discover tips for financially preparing to leave your spouse and budgeting for your new life. EP...

The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...

Learn the essential steps to set up a 401(k) for your small business. From plan design to provider...

As the 2024 election approaches, investors are bracing for market volatility. EP Wealth's Adam...

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and...

Have you considered all the implications of retiring in Los Angeles? EP Wealth’s financial advisors...