Welcome Executive Wealth Management

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    New Opportunities, Same Commitment

     

    At EP Wealth, our unwavering mission is to build and support personalized financial plans and investment strategies that align with your unique goals. We look forward to continuing to serve you and your families as you join EP Wealth Advisors in your financial journey. While this partnership may change the logo on the door of Executive Wealth Management, you will continue to be served by the same great advisory team, gaining access to EP Wealth's full suite of services and dedicated client service for years to come.


    We're here to answer any questions. Click here to connect to your local office.

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    EP RECOGNITION

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    USA Today Best Financial Advisory Firms 2024

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    2024 Barron’s Top RIAS

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    2024 Financial Planning’s Top Firms

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    2024 Inc. 5000 Fastest-Growing Private Companies in America

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    2024 Forbes Top RIA Firms

    Your advisor contact information can be found below:

    Resources For Your Financial Journey

     

    EP Wealth’s full library of educational content and resources is at your fingertips, including webinars, “Informed Investor Updates” and quarterly newsletters. Additionally, you are invited to participate in live events, as well as benefit from our regularly published articles, educational materials and insightful blogs. Access these resources conveniently here.


    Your advisor will be in touch whenever additional information is needed. There are no new actions for you to take at this time.

    As you familiarize yourself with EP's service and offerings, there are a few additional benefits to consider:

    • Client Education & Content – EP provides ongoing access to educational webinars, “Informed Investor Updates” and quarterly newsletters. You'll also have access to events as well as our regularly published articles, educational materials and blogs. Find all of this information here.

    Your advisor will be in touch whenever additional information is needed. There are no new actions for you to take at this time.

    As you familiarize yourself with EP's service and offerings, there are a few additional benefits to consider:

    • Client Education & Content – EP provides ongoing access to educational webinars, “Informed Investor Updates” and quarterly newsletters. You'll also have access to events as well as our regularly published articles, educational materials and blogs. Find all of this information here.

     

    A note from CEO Ryan Parker

    As EP Wealth Advisors builds upon the foundation set 26 years ago by our founders Brian and Derek, we have a clear focus on crafting a stronger foundation for the future.

    The entrepreneurial spirit that has fueled us to grow from a used desk shared by two grade school friends from San Diego to over 500 people serving more than 15,000 households across the country endures.  As we continue to grow, I like to reflect on why we come to work every day:

    • Deliver outstanding service to every client through knowledgeable and objective advice that guides them towards the goal.
    • Create a culture rooted in integrity that strives for excellence, always putting the client's needs first.

    This is how we enrich lives, one relationship at a time. It is this vision that shapes our mindset and informs what we prioritize as a company. 

    We look forward to partnering with you and your family today and for years to come. Welcome to EP! 

    CopRyan Parker CEO of EP Wealth Advisors-1

    More About EP Wealth Advisors

    EP Wealth was founded in 1999 by two lifelong friends who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. Since that time they’ve grown EP Wealth into a planning-first firm that puts clients’ interests first, serving over 15,000 clients around the U.S. – and we’ve been recognized widely, including being named a Barron’s Top 100 Registered Investment Adviser in 2024. Regardless of recognition or growth, our mission from day one has been to enrich lives one relationship at a time. 

    More About EP Wealth Advisors

    EP Wealth was founded in 1999 by two lifelong friends who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. Since that time they’ve grown EP Wealth into a planning-first firm that puts clients’ interests first, serving over 15,000 clients around the U.S. – and we’ve been recognized widely, including being named a Barron’s Top 100 Registered Investment Adviser in 2024. Regardless of recognition or growth, our mission from day one has been to enrich lives one relationship at a time. 

     

    More About EP Wealth Advisors

     EP Wealth was founded in 1999 by two lifelong friends who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. Since that time they’ve grown EP Wealth into a planning-first firm that puts clients’ interests first, serving over 15,000 clients around the US – and we’ve been recognized widely, including being named a Barron’s Top 25 Registered Investment Adviser in 2023. Regardless of recognition or growth, our mission from day one has been to enrich lives one relationship at a time. 

     

    FIND A FINANCIAL ADVISOR NEAR YOU

    Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.

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