EP Wealth Advisors, established in 1999 by two lifelong friends, is dedicated to revolutionizing wealth management by prioritizing clients' needs over profits. With a robust commitment to enriching lives through personalized financial planning, EP Wealth serves over 15,000 households across the U. S.

Their comprehensive suite of services includes family office services, financial planning, retirement planning, tax strategies, and estate planning, tailored specifically to individual goals. EP Wealth prides itself on offering specialized services such as divorce financial planning, asset allocation, and investment management, ensuring clients receive holistic support during life transitions. Their recent partnership with AlphaMark Advisors provides clients with even more resources and expertise while maintaining the familiar advisory team.

Recognized as a leading firm by Barron’s and USA Today, EP Wealth stands out for its exceptional client service and educational resources, including webinars and newsletters. Committed to integrity and excellence, EP Wealth Advisors aims to guide clients on their financial journey, building enduring relationships along the way