# EP Wealth Advisors

- **Website:** <https://cipinvest.com>
- **Primary alias:** `cipinvest.com`
- **Founded:** 2008
- **Employees:** 2+
- **Location:** Scottsdale, Arizona, United States
- **Company kind:** PRIVATELY HELD

## Description

Capital Insight Partners is a brand that caters to affluent individuals, helping them achieve the freedom to live their inspired life. They offer a range of services to individuals, companies, and not-for-profits, including financial planning, investment management, retirement plans, endowments, and separately managed accounts. Capital Insight Partners follows a prudent, long-term stewardship path to investing and wealth management, firmly believing in the values of hard work and discipline. They prioritize ethics, integrity, performance, and service, serving a limited clientele with a minimum relationship of $2 million to invest. The brand is employee-owned, ensuring an owner's mindset and work ethic. The team at Capital Insight Partners guides their work based on these values, with experienced professionals like Steven T. Nelson, Susan C. Anastasiadis, Craig J. McCrory, Donna E. Woodruff, and others. Capital Insight Partners is dedicated to providing excellent service and insightful thinking, promoting the success of their clients.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [youtube](https://youtube.com/channel/UC5HtthDhImbOQf6_-6_jO0w)
- [linkedin](https://linkedin.com/company/ep-wealth-advisors)
- [instagram](https://instagram.com/ep.wealth.advisors)
- [facebook](https://facebook.com/epwealthadvisors)

## Logos & icons

- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/idA91wNh9-/theme/dark/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1783812169965)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idA91wNh9-/w/505/h/505/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783812170067)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Shakespeare | #5fa5d7 | accent |
| Allports | #007298 | dark |
| Foggy Gray | #cfd2bf | light |

## Fonts

- museo-sans — asset _(custom)_
- var(--font-secondary) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idA91wNh9-/w/1584/h/280/ideNp0aRzt.jpeg?c=1bxid64Mup7aczewSAYMX&t=1783812170185)

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_Source: <https://brandfetch.com/cipinvest.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._