About Company

EP Wealth Advisors is an independent financial advisory firm dedicated to helping clients achieve their financial goals through a comprehensive, planning-based approach. The company offers a wide range of wealth management services including retirement planning, investment management, estate planning, tax planning, divorce financial planning, family office services, and business planning. EP Wealth Advisors operates with a fiduciary duty, prioritizing clients' best interests with a fee-only structure to ensure objective investment recommendations. The company emphasizes a personalized, team-based approach led by dedicated advisors who work closely with clients to discover financial goals, create customized plans, implement strategies, and monitor progress. With over 60 offices nationwide, more than 600 professionals, and $42.2 billion in assets under management as of the end of 2025, EP Wealth Advisors serves a diverse clientele including professional athletes and women through specialized initiatives. The company is recognized for its excellence with multiple industry awards and is committed to financial literacy and community giving.

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