Private EquityPortfolio Companies
EP Wealth AdvisorsBusiness Services & Technology
EP Wealth Advisors is a fee-only registered investment adviser firm serving mass affluent and high net worth families, primarily in the Western half of the United States. Founded in 1999, EP Wealth has grown to be a leading wealth management advisor in its markets, with more than 50 advisors and 140 employees across seven states. The company's unique culture underpins its approach, which includes acting as a fiduciary at all times; leading with a broad range of financial planning services (including retirement, tax and estate, small business and other life planning); operating as an advisor-owned and led firm; and fostering an entrepreneurial and team-based environment. EP Wealth's Women in Investing initiative focuses on reaching colleagues, clients, and community, through a variety of partnerships, philanthropic efforts, and other programs.