About Company

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that delivers planning-based financial advice and comprehensive wealth services—including retirement planning, investment management, estate planning, tax planning, business planning, family office services, and divorce financial planning—through a dedicated advisor team model; EP Wealth Advisors operates more than 60 offices with 600+ professionals, manages over $42.2 billion in assets (as of 12/31/25), and focuses on objective, client-first guidance to help clients pursue long-term financial goals.

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