Founded in 1999, EP Wealth Advisors is a fee-only Registered Investment Adviser (RIA) and financial planning firm that provides personalized wealth management services. The firm's mission is to empower clients by offering a holistic approach that integrates financial planning, investment management, retirement planning, tax services, and estate planning. EP Wealth has grown significantly over the years through both organic expansion and the strategic acquisition of other advisory firms across the United States.

Founded in

United States