EP Wealth's Giving Tree
We believe philanthropy is about generosity in all its many forms – time, treasure, and talent. Our charitable initiatives take full advantage of our resources in each of these areas.
We encourage our employees to become personally involved in altruism by volunteering in their local communities. We support these efforts by granting each employee paid time off for eight hours of volunteer work per year.
The "EP Wealth Advisors Charitable Fund" empowers staff in each region to select causes and nonprofits to support that represent our core values. In this way, our charitable efforts reflect the diverse priorities of the communities we serve.
Our experienced financial professionals look for ways to share their knowledge with individuals who might not otherwise have access. Through partnerships with local organizations, we provide year-round volunteering.
AND EMPLOYEE GIVING
59 Organizations Supported • 190+ Employee Volunteer Hours
WHY WE GIVE BACK
The combination of financial knowledge, fiscal resources, and motivated team members across our offices creates a powerful formula for achieving progress on many of the important issues facing our communities today.
- Derek Holman, Managing Director/Founder
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