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EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm serving individuals, families, and businesses across the United States. With a history spanning more than 25 years, the employee-owned and -operated firm has grown to over 47 offices in 16 states and is recognized as one of the fastest-growing registered investment advisory firms in the country. Headquartered in California, EP Wealth offers a comprehensive range of services, including financial, tax, and estate planning, along with investment management. Guided by a fiduciary standard and a planning-first philosophy, the firm emphasizes personalized service, long-term relationships, and a collaborative, client-focused culture.

www.epwealth.com