EP Wealth Advisors
Finance · California, United States · 501-1,000 Employees
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Overview
Headquarters
21535 Hawthorne Blvd Ste 400, Torrance, ...Phone Number
(310) 543-4559Website
www.epwealth.comRevenue
$309.3 MillionIndustry
About EP Wealth Advisors
EP Wealth Advisors is a fee-only financial advisory firm that specializes in comprehensive financial planning, tax and estate planning, and investment management. They cater to a diverse clientele, including federal employees, professional athletes, and high-net-worth families, providing personalized strategies to meet their unique financial goals. The firm operates with a fiduciary standard, ensuring that clients' best interests are prioritized in all financial decisions. With over 60 offices nationwide and a team of more than 600 professionals, EP Wealth Advisors manages over $50.4 billion in assets under management.Explore more
EP Wealth Advisors Org Chart
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EP Wealth Advisors is a fee-only financial advisory firm that specializes in comprehensive financial planning, tax and estate planning, and investment management. They cater to a diverse clientele, including federal employees, professional athletes, and high-net-worth families, providing personalized strategies to meet their unique financial goals.... Read More
