EP Wealth Advisors is an independent, fee-only registered investment advisory firm headquartered in Torrance, California. Founded in 1999, the firm has grown to manage over $31 billion in assets across more than 45 offices nationwide. EP Wealth offers a comprehensive suite of services, including financial planning, retirement and estate planning, tax strategies, and investment management, all delivered through a planning-first, fiduciary approach.

Their team comprises over 500 professionals, including certified financial planners, tax experts, and portfolio managers, who collaborate to create personalized strategies for individuals, families, and businesses. With a client-centric philosophy and a commitment to transparency, EP Wealth Advisors aims to provide tailored financial solutions that align with clients’ unique goals and values.