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Ready to take the next step?
Schedule a complimentary consultation with an Advisor near you 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.
About EP Wealth Advisors
Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 46+ 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.
