EP Wealth Advisors

Overview

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm based in Torrance, California. The firm manages over $36.4 billion in assets and has a nationwide presence with multiple offices across the United States. It is recognized as a leader in the registered investment advisor space by various financial publications.

The organization offers a wide range of financial services, including retirement planning, wealth management, and specialized financial planning. These services include 403(b) retirement plans for employees of educational institutions and non-profits, Individual Retirement Accounts (IRAs) such as traditional, SEP, and SIMPLE IRAs, and personalized financial planning and investment management services for individuals and businesses. Divorce financial planning services are guided by Certified Divorce Financial Analysts, serving individuals in retirement transitions, the self-employed, and small-business owners.

Basic Information

Contact Details

• Phone: +1 310-543-4559
• Website: epwealth.com
• LinkedIn: linkedin.com/company/ep-wealth-advisors

Key Focus Areas & Initiatives

• Investment management
• Holistic financial planning
• Wealth advisory
• Retirement planning
• Estate planning
• Tax planning
• Business planning
• Divorce planning
• Asset allocation
• Portfolio management
• Women's financial empowerment
• Personalized financial advice
• Comprehensive risk assessment
• Capital gains tax
• Fiduciary services
• Financial literacy education for youth
• Multi-generational wealth
• Dynasty trusts
• Business succession
• Financial services
• B2C
• Portfolio review
• Divorce financial planning
• Inheritance planning
• Other financial investment activities
• Wealth management
• Cash flow management
• Charitable giving
• Estate transfer
• Customized estate transfer strategies
• Fee-only advisor
• Nil income management
• Financial consulting
• Trusts and wills
• Risk mitigation
• Retirement accounts
• Risk management
• Financial literacy
• Conflict-free investment advice
• Tax strategies
• Wealth planning
• Community financial education
• Investment strategies
• Professional athlete financial planning
• Financial planning & advisory
• Family office services
• Real estate analysis
• Asset management
• Financial advisor
• Consulting
• Financial planning
• Finance
• Education
• Non-profit
• Law practice
• Legal services
• B2B
• Management consulting
• Nonprofit organization management

Technologies Used

• Adobe Acrobat
• Adobe Media Optimizer
• Amadesa
• Bootstrap Framework
• CallRail
• Cedexis Radar
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• Eventbrite
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gem
• Google Analytics
• Google Dynamic Remarketing
• Google Tag Manager
• Hotjar
• Hubspot
• Linkedin Login
• Linkedin Marketing Solutions
• Linkedin Widget
• Microsoft Active Directory Federation Services
• Microsoft Office
• Microsoft OneDrive for Business
• Microsoft Windows Server 2012
• Mobile Friendly
• Office365
• Outlook
• Rackspace MailGun
• Remote
• Salesforce
• Salesforce CRM Analytics
• SharePoint
• Shutterstock
• Slack
• Snowflake
• Tamarac
• Vimeo
• Visual Website Optimizer
• YouTube
• Zendesk

Affiliated Organizations & Regional Branches

• The Holben Group, LLC
• Sloan Investment Management
• CornerCap Institutional
• Wacker Wealth Partners
• Foothills Wealth Management
• AlphaMark Advisors
• Mindful Money
• Better Money Decisions
• COULSTON FINANCIAL SERVICES
• The Insight Group, Inc.
• Financial Insight Center (Acquired by EP Wealth Advisors)
• Parker Advisors Inc
• CornerCap Wealth Advisors
• Pathlight