Founded in 1999, EP Wealth Management, LLC is an independent registered investment adviser that specializes in wealth management for a diverse client base. The firm operates on a client-first, fee-only model, meaning its revenue comes directly from clients rather than from commissions on product sales, which aligns its interests with those of its clients. EP Wealth offers a holistic suite of services including financial planning, investment management, retirement planning, estate planning, and tax strategies. The company has grown significantly through both organic expansion and strategic acquisitions of other advisory firms across the United States.

Founded in

United States