E.P.W.

EP Wealth Advisors, also known as E.P.W., is a prominent wealth management firm focused on helping individuals achieve their financial goals through a comprehensive planning-based approach. With a strong emphasis on personalized advice and a fiduciary commitment to clients' best interests, EP Wealth offers a wide range of wealth management services, including retirement planning, investment management, estate planning, tax planning, and more. The company's fee-only structure ensures objectivity in investment recommendations, while its dedicated Wealth Team approach, led by experienced advisors, allows clients to focus on what truly matters to them. EP Wealth has established a significant industry presence with over 45 offices nationwide, a team of 500+ professionals, and over $31 billion in assets under management as of 12/31/24. The company's commitment to providing tailored financial solutions and exceptional client service has garnered recognition from reputable sources such as USA Today, Barron's, Forbes, Financial Planning, and Inc. 5000. EP Wealth's uncommon array of wealth management services and its focus on building generational wealth and effective estate planning set it apart in the competitive financial advisory landscape. Founded on the principles of integrity, transparency, and client-centricity, EP Wealth has a strong commitment to helping individuals and families navigate their financial journey with confidence and peace of mind. The company's mission is to empower clients to make informed financial decisions and achieve their long-term goals. With a nationwide presence and a team of seasoned professionals, EP Wealth continues to expand its reach and enhance its offerings to meet the evolving needs of its diverse client base. As the company looks towards the future, its strategic direction is focused on delivering innovative solutions, maintaining exceptional service standards, and further solidifying its position as a trusted partner in wealth management.