Ep Wealth Advisors

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3738 Mt Diablo Blvd Ste 201
Lafayette, CA 94549
+1 (925) 298-2428
https://www.epwealth.com

EP Wealth Advisors, based in Lafayette, CA, is an independent financial advisory firm dedicated to helping clients achieve their financial goals through a comprehensive planning approach. With a team of over 500 professionals and a fiduciary commitment, they offer a wide array of wealth management services, including financial planning, investment management, estate planning, and tax planning.

Recognized for their excellence, EP Wealth Advisors has been featured in various prestigious lists, including USA Today's Best Financial Advisory Firms and Barron's Top RIAs. Their personalized planning process involves a collaborative effort with clients to create and implement customized financial strategies while monitoring progress and adapting to life changes.

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