EP Wealth Advisors is honored to be ranked #11 on the annual Barron's Top 100 RIA Firms list! This annual list highlights the top independent advisory firms in the financial services sector based on assets managed by the firms, succession planning and other metrics. Thank you to all our clients and employees who make these award listings possible for EP Wealth. Click here to view the full list and additional details on the ranking: https://hubs.la/Q02QLQw90 https://lnkd.in/gXKBdMhJ #BarronsRanked #EPCelebrates
EP Wealth Advisors
Financial Services
Torrance, California 5,310 followers
Plan for what's important.
About us
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. 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 has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
- Website
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http://www.epwealth.com
External link for EP Wealth Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Torrance, California
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management, and tax preparation
Locations
Employees at EP Wealth Advisors
Updates
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October is National Financial Planning Month—a great opportunity to review your personal finances and plan for your future. At EP Wealth, we work closely with you to understand your goals, helping you prioritize and organize your financial decisions. We're here to support you through every step of the process. Learn more about our personalized financial planning services: https://hubs.la/Q02Sdp0t0 #EPWealthAdvisors #FinancialPlanning #FinancialPlanningMonth #PlanForWhatsImportant
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The EP Wealth Advisors team and Managing Director of M&A, Kyle Miller, are excited to attend RIA Edge West 2024 from October 7-9. If you're seeking a strategic partner, our team is ready to support you in navigating your M&A journey. Complete the form to schedule time to meet with Kyle in advance and learn more about our strategy: https://hubs.la/Q02RVJc-0 #EPWealthAdvisors #RIAEdgeWest #RIA
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Get ready to dive into the latest insights on the markets! Join us for our Weekly Market Update where Managing Director of Investments, Partner, Adam N. Phillips, CFA, CAIA, CFP® and Robert Black cover these key topics: ▪️ 3rd Quarter Markets Recap ▪️ September’s Solid Month ▪️ China Stimulus Explained ▪️ Jobs Report Friday Oct. 4th Click the link below to access the Market Update now! https://hubs.la/Q02RHgF00 #EPWealthAdvisors #PlanForWhatsImportant #Markets #WealthManagement
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Small business owners, today is your last chance to establish a SIMPLE IRA plan for 2024! If your business employs 100 people or fewer, and each earned at least $5,000 last year, a SIMPLE IRA could be a retirement solution for you. For more information about how EP Wealth Advisors can help you plan for retirement, visit: https://hubs.la/Q02RB1kk0
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Get ready to dive into the latest insights on the markets! Join us for our Weekly Market Update where Managing Director of Investments, Partner, Adam N. Phillips, CFA, CAIA, CFP® and Robert Black cover these key topics: ▪️ Market Returns Year-To-Date ▪️ Are Valuations Problematic? ▪️ 50 Basis Point Rate Cut Delivered ▪️ Navigating What Is Coming Next Click the link below to access the Market Update now! https://hubs.la/Q02QY1p90 #EPWealthAdvisors #PlanForWhatsImportant #Markets #WealthManagement
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Are you prepared for the financial challenges of retirement? You’re invited to attend our free event on September 26 in Cupertino. Hosted by Robert Black and presented by Chad Burton, CFP®, this presentation will offer insights on wealth preservation and retirement strategies. Save your spot by clicking the link below. https://hubs.la/Q02PzFc40 #EPWealthAdvisors #RetirementPlanning #Retirement
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The EP Wealth Advisors’ M&A team just returned from the DeVoe Succession Summit in San Francisco, where we delved into some pressing topics for RIA owners today. Our Managing Director of M&A, Kyle Miller, attended this event, sharing how our industry is at a pivotal point, with a growing need for strategic partnerships to meet client demands and help manage capacity challenges. As client expectations evolve and growth opportunities become more challenging to source, EP Wealth offers resources to help firms navigate these complexities. EP Wealth has a history of addressing these challenges, and we anticipate maintaining our pace of partnership activity throughout 2024 and beyond. Stay connected as we continue the conversation on the future of wealth management! Interested in meeting with our M&A team or scheduling time with Kyle? Visit: https://hubs.la/Q02QCfJ-0
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We are excited to introduce Matt Gale, CFP®, MBA to our Torrance office as a Wealth Advisor. Welcome to the team, Matt! Read more about Matt here: https://hubs.la/Q02QxT2n0 #EPWealthAdvisors #WelcomeToTheTeam