Ep Wealth Advisors

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35 W Slade St
Palatine, IL 60067
+1 (847) 330-9911
https://www.epwealth.com

EP Wealth Advisors is an independent financial advisory firm based in Palatine, IL, dedicated to helping clients achieve their financial goals through a comprehensive planning-based approach. With a focus on retirement planning, investment management, estate planning, and tax planning, the firm emphasizes a client-first philosophy as a fiduciary, providing objective and personalized financial advice.

With a team of over 500 professionals across 50 offices nationwide, EP Wealth Advisors manages approximately $36.4 billion in assets under management as of June 30, 2025. Their wealth management services cater to a diverse clientele, including professional athletes and individuals facing life transitions such as divorce, ensuring tailored strategies for each client's unique circumstances.

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