EP Wealth Advisors is an independent financial advisory firm offering a comprehensive suite of services, including financial planning, investment management, retirement and estate planning, tax strategies, and business planning. As a fiduciary, they prioritize clients’ best interests through a fee-only structure. With over 45 offices nationwide, more than 500 professionals, and assets under management exceeding $31 billion as of December 31, 2024, EP Wealth Advisors is committed to personalized, planning-based financial guidance.