EP Wealth Advisors

High-net-worth individuals face complex tax challenges. Learn about...

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...

401(k) contribution limits for employees are increasing in 2025. Find out how much you can put away...

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

A new year brings new possibilities and a new set of opportunities to keep your financial house in...

For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not...

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...