EP Giving Tree

    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. 

    Giving Tree

    The need for connection is ingrained in us as human beings. We rely on others for support during good and bad times. True fulfillment doesn’t lie in material possessions, but rather in making a difference in the lives of others. Giving back means connecting to our community, understanding the immediate needs, and providing care and support.

    - Team Seattle

    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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