EP Wealth Advisors is a financial planning and investment management firm headquartered in Torrance, CA with over $3.2 billion in client assets under management (as of December 31, 2017). It is only by listening and understanding that we can build you a personalized and comprehensive ﬁnancial plan. In collaborating with you, we create a framework that allows us to make thoughtful and prudent decisions. It’s the one way to truly manage the many components of your ﬁnancial future—not just to meet your ﬁnancial goals and objectives, but also to fulﬁll your aspirations.
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