THE EP WEALTH ADVISORS STORY
At EP Wealth Advisors, it's all about people—the clients we support and the valued team members who help us deliver a superior experience while growing their own careers.
The client-first mentality is not only the driving force of the culture at EP, but the very reason the firm exists. Our co-founders, Brian Parker and Derek Holman, have been friends since grade school—the early indication that, to these two financial pros, relationships matter.
As they grew in their careers at separate, but similar, "big brand firms" they saw that commissions ruled the day and clients just didn't know what they were paying for. They set out to create their own model with the founding of Premier Financial Management in 2004, and upon finding like-minded, veteran advisor Stephanie Enright, they merged to create EP Wealth Advisors.
In the years since, EP has continued to put people first and grown to become a Coast-to-Coast firm centered on a common culture and commitment to enriching the lives of clients and our team members. With continued growth on the horizon, EP has established a true national presence and added significantly to the team—and we're not done. If you are looking to grow in your career and make a difference in the lives of clients and colleagues, EP could be the place. Our shared values are foundation, and your unique background will be welcome.
EP WEALTH HAS BEEN FEATURED IN:
BENEFITS
As EP's mission is to enrich lives, we start with our employees. We are always looking to enhance our benefit offering to meet the needs of our employees and ensure their overall well-being.
- Up to 100% Health Insurance coverage for employees and their families.
- A fully covered mental health plan, EAP, life insurance, short and long-term disability.
- Three weeks of vacation, with additional paid sick time and 11 paid holidays.
- 401K and Safe Harbor Contribution.
- Hybrid Schedules to promote work life integration (for certain roles).
- Paid Parental Leave
- Wellness Program Reimbursement.
- Paid Volunteer Time and Charitable Donations.
Aside from our benefits, we also have food, snacks, and beverages available in our offices. We also have team and company events all year throughout our offices across the country.
AWARDS AND RECOGNITION
Los Angeles Business Journal named EP Wealth in the large employer category of their 2022 Best Places to Work list.
This annual list is a collaboration of The Los Angeles Business Journal and Best Companies Group, celebrating employers who have proven that they know what it takes to create environments where people love to come and to work. View the Full list and additional details on the ranking here.
DIVERSITY, EQUITY, INCLUSION AND BELONGING
At EP, we embrace and celebrate all identities of our employees and clients.
We are committed to creating a safe workplace where employees can bring their full, unique self to work and thrive!
COMMITMENT AND CONNNECTION
EP Wealth and its employees are committed to each other and the communities we serve.
EP offers up to 8 PTO hours that you can use solely for volunteer opportunities, and our Regional office and Torrance headquarters consistently create and host events, fundraisers and programs aligned with our community initiatives.
EP WEALTH ADVISORS FELLOWSHIP PROGRAM
EP Wealth Advisors is committed to enriching the lives of our clients and a generation of leaders who share a dedication to enabling the financial health of others and making an impact with colleagues and community.
Our Fellowship Program is a unique opportunity for hands-on guidance and experience, where you'll have an opportunity to work side-by-side with EP leaders in developing and executing client-facing programs and service.
EP Fellows engage in a 6-month journey that challenges them to understand and consider their function and responsibility as finance leaders, while promoting a deep understanding of values-based leadership and service. You will work with a diverse range of clients and functional leaders within EP's wealth management network in this program that will deliver you both education and true approach and expertise to address the complex issues clients face, all with a focus on their financial health and goal achievement.
If you are interested in being nominated for EP Wealth’s Fellowship, please send your resume and cover letter detailing your goals and how this program can help you achieve them to Fellowship@EPwealth.com.