EP Wealth Advisors

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Website
2159 India St
San Diego, CA 92101
+1 (310) 543-4559
https://www.epwealth.com

EP Wealth Advisors, established in 1999, assists individuals, families, and businesses in navigating their financial decisions with a fee-only, fiduciary approach that prioritizes clients' best interests. With 46 offices across the U.S., they offer a comprehensive range of services, including financial planning, investment management, estate planning, and business planning, ensuring clients have the resources and expertise needed for a secure financial future.

Specializing in various areas such as retirement planning, divorce financial planning, and tax strategies, EP Wealth Advisors caters to clients with a minimum of $500,000 in investable assets. Their commitment to financial literacy and community engagement is reflected in initiatives like the Financial Literacy Initiative and the EP Giving Tree Awards, highlighting their dedication to giving back to the community.

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United States›California›San Diego›EP Wealth Advisors

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