EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
|Firm Start Year:||2004|
|Number of Years with Current Firm:||10|
|Assets Managed by Firm:||$1.4 billion|
At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Todays economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. We focus on your unique situation providing you the answers and insight to your questions with one simple goal, your peace of mind.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|