EP Giving Tree
Invest In What's Important
EP Wealth’s commitment to “Invest in What’s Important” means more than helping our clients fulfill their personal goals. Our vision also applies to our community. Many members of our firm are passionate about helping in any way they can. Their enthusiasm guides our charity committee, which is dedicated to effectively supporting organizations that are making a difference in our local offices and communities.

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.
TIME
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.
TREASURE
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.
TALENT
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.

CORPORATE PHILANTHROPY
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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