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Accounting Firm

EP Wealth Advisors

Fee-only independent wealth management firm offering financial, tax and estate planning across the United States

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EP Wealth Advisors cover

About EP Wealth Advisors

EP Wealth Advisors is an independent financial planning firm working with individuals, families and business owners. It acts as a fiduciary and charges on a fee-only basis, so its recommendations are not tied to product commissions.

What EP Wealth Advisors offers

Retirement planning: reviewing goals, income needs and timing.
Investment management: portfolios built around goals, risk and time horizon.
Tax planning: coordinating investment and retirement decisions with their tax effects.
Estate planning: working with other professionals on beneficiaries and legacy goals.
Business owner planning: growth, succession and liquidity events.
Divorce planning: cash flow and asset division scenarios.

Who it works with

The firm serves high net-worth families with complex needs as well as owners of businesses. Each client has a dedicated team led by an advisor, including planners and investment staff.

Key facts

Headquarters: Torrance, California
Offices: in California plus Denver, Hilton Head, Salt Lake City and Friday Harbor
Credentials: CFP and CFA professionals

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Accounting firm › Denver#22

As of 2026-10-07. Organic ranks only; sponsored placements are never ranks.

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