Ready to take the next step?
Schedule a complimentary consultation with an Advisor when you have a minimum of $500k in investable assets.**

Connect with our team to:

  • Book time with an Advisor that works with your schedule – meet virtually, by phone or in person.
  • Ask questions, discuss your current financial situation and goals, determine actionable next steps.

**Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

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About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 36+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

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