Erik Y.
7/1/2024
Took the time to answer many of my questions including explanation of fees. If I had $500k to invest this is the place where I would trust them to manage and to help me with tax planning. This...
EP Wealth Advisors
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21535 Hawthorne Blvd Ste 400
Torrance, CA 90503
Financial planner in Torrance, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
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Reviews
4.08 reviewsJanet R.
1/3/2025
Avoid like the plague. These guys do NOT do what they say. They sold stuff of mine that was reliable and stuck it in some high risk funds and some 2 star funds. What?!? Hard to get ahold of. They...
K B.
6/6/2024
We do not trust them. We decided to contact them with the reasons. On 5/21/24 we wrote a detailed email expressing complaint and disappointment to Messrs. Fink, Clebowicz and Parker--all top...
denise m.
7/2/2021
I have used EP Wealth as my investment advisor for the last 10 years and I have been very happy with their performance (in good markets and bad). Brian Parker is easy to work with. They are very...
Bob S.
4/2/2023
E p Wealth is a first class financial advisor company. Theydo their homework and especially Ryan Serrecchia and Ethan his associate . I would recommend this company to wants to invest with a...
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