At EP Wealth, It Starts With Understanding You.
At EP Wealth, It Starts With Understanding You.
Whether your finances feel straightforward or increasingly complex, no two situations are alike, and we take the time to understand yours.
A complimentary Financial Health Assessment is a simple first step: an honest look at where you stand and what to consider next.
Whether your finances feel straightforward or increasingly complex, no two situations are alike, and we take the time to understand yours.
A complimentary Financial Health Assessment is a simple first step: an honest look at where you stand and what to consider next.
It never hurts to get a second opinion, and there's no cost or obligation to move forward.
How the Financial Health Assessment Works.
How the Financial Health Assessment Works.
How the Financial Health Assessment Works.
We analyze your investments, tax exposure, and overall financial structure.
Uncover hidden risks, inefficiencies, and areas for improvement.
You’ll leave with a straightforward plan of what to adjust, improve, or act on next.
Includes an initial consultation and a follow-up meeting to review findings.
Personalized Planning, Built Around You
EP Wealth Advisors is a fee-only fiduciary firm headquartered in Torrance, California, with more than 60 offices nationwide. For over 25 years, we’ve served high-net-worth individuals, families, and business owners with tailored strategies across retirement, tax, and estate planning. As recognized by Barron’s Top RIAs, our team oversees more than $50.4 billion in assets (as of 8/31/26). When you connect with EP Wealth, you’re paired with an advisor selected to align with your specific goals, priorities, and financial complexity.
Personalized Planning, Built Around You
EP Wealth Advisors is a fee-only fiduciary firm headquartered in Torrance, California, with more than 60 offices nationwide. For over 25 years, we’ve served high-net-worth individuals, families, and business owners with tailored strategies across retirement, tax, and estate planning. As recognized by Barron’s Top RIAs, our team oversees more than $50.4 billion in assets (as of 8/31/26). When you connect with EP Wealth, you’re paired with an advisor selected to align with your specific goals, priorities, and financial complexity.
Personalized Planning, Built Around You
EP Wealth Advisors is a fee-only fiduciary firm headquartered in Torrance, California, with more than 60 offices nationwide. For over 25 years, we’ve served high-net-worth individuals, families, and business owners with tailored strategies across retirement, tax, and estate planning. As recognized by Barron’s Top RIAs, our team oversees more than $50.4 billion in assets (as of 8/31/26). When you connect with EP Wealth, you’re paired with an advisor selected to align with your specific goals, priorities, and financial complexity.
Get a Clear, Objective View of Your Financial Plan.
Understand what’s working, where you may be exposed, and what to do next—so you can move forward with confidence.
Get a Clear, Objective View of Your Financial Plan.
Understand what’s working, where you may be exposed, and what to do next—so you can move forward with confidence.
Get a Clear, Objective View of Your Financial Plan.
Understand what’s working, where you may be exposed, and what to do next—so you can move forward with confidence.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.
EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.
EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.
EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.