EP Wealth Advisors
EP Wealth Advisors, established in 1999, is a fee-only fiduciary firm based in Torrance, CA, dedicated to helping individuals, families, and businesses navigate their financial decisions. With a network of 46 offices across the U.S., they offer a comprehensive range of services including financial planning, investment management, estate planning, and tax strategies, ensuring personalized support and guidance for a secure financial future.
The firm emphasizes an objective approach to investment recommendations, aligning their services with the best interests of their clients. Their expertise extends to specialized areas such as divorce financial planning, retirement income strategies, and business transition planning, making them a trusted partner for diverse financial needs.
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