Question 1

What services does EP Wealth Advisors provide?

Accepted Answer

EP Wealth Advisors offers a wide range of wealth management services, including financial planning, investment management, estate planning, tax planning, and more. They take a comprehensive, planning-based approach to help clients achieve their unique financial goals and needs.

Question 2

What is EP Wealth Advisors' approach to financial advising?

Accepted Answer

As a fee-only financial advisor, EP Wealth Advisors manages clients' financial plans, integrates their taxes and estate planning, and creates custom portfolios aligned with their goals. They operate as fiduciaries, putting their clients' best interests first.

Question 3

Does EP Wealth Advisors work with specific client demographics?

Accepted Answer

EP Wealth Advisors works with a diverse range of clients, including women and those going through life transitions. They have a dedicated women's initiative and experience helping clients with divorce financial planning, retirement planning, and other important life events.

Question 4

What are some of EP Wealth Advisors' areas of expertise?

Accepted Answer

In addition to comprehensive financial planning, EP Wealth Advisors specializes in areas such as asset allocation, equity investments, retirement planning, estate planning, and tax planning. They also provide services for business owners, including debt analysis and buy-sell agreements.

Question 5

How can clients access EP Wealth Advisors' services?

Accepted Answer

Clients can access EP Wealth Advisors' services by contacting an advisor directly. The company's website also provides a client login for accessing e-statements and other online resources. Additionally, EP Wealth Advisors offers a range of educational resources, including news, blog posts, and webinars.

Location	Google category	Reviews	Status
3 Lagoon Dr #190, Redwood City, CAprimary	Financial planner	5.0 (7)	Claimed
1490 S Price Rd Ste 316, Chandler, AZ	—	—	Claimed
3711 S MoPac Expy Bldg 2, Ste 175, Austin, TX	Financial planner	—	Claimed
11400 W Olympic Blvd #170, Los Angeles, CA	Financial planner	—	Claimed
Elevations Meeting by Appointment Only, 25577 Conifer Rd, Conifer, CO	—	—	Claimed
535 Middlefield Rd Ste 160, Menlo Park, CA	Financial planner	—	Claimed
2035 Madrona Ave SE, Salem, OR	Financial planner	—	Claimed
1301 5th Ave #1350, Seattle, WA	Financial planner	—	Claimed
2000 Colorado Blvd Tower 2, Suite 200, Denver, CO	—	—	Claimed
2150 Shattuck Ave. #700, Berkeley, CA	Financial planner	—	Claimed
875 Greenland Rd Unit A10, Portsmouth, NH	Financial planner	—	Claimed
2501 Spring Arbor Rd, Jackson, MI	Financial planner	—	Claimed
3500 Maple Ave #1160, Dallas, TX	—	—	—
18301 Von Karman Ave #1050, Irvine, CA	—	—	—
102 State St STE E, Newburyport, MA	Financial planner	—	Claimed
155 Park Row, Brunswick, ME	Financial planner	—	Claimed
7 N Chestnut St, Augusta, ME	Financial planner	—	Claimed
19 Northbrook Dr, Falmouth, ME	Financial planner	—	Claimed
146 Clear Creek Dr Unit 101, Ashland, OR	Financial planner	—	Claimed
2150 Shattuck Ave. #700, Berkeley, CA	Financial planner	—	Claimed
460 St Michaels Dr #902, Santa Fe, NM	—	—	Claimed
401 W Ludington Ave #102, Ludington, MI	Financial planner	—	Claimed
6701 Democracy Blvd #300, Bethesda, MD	Financial planner	5.0 (41)	Claimed
3115 Lion Ln E Ste 100, Salt Lake City, UT	Financial planner	4.9 (29)	Claimed
135 W North St, Brighton, MI	Financial planner	4.3 (22)	Claimed
21535 Hawthorne Blvd Ste 400, Torrance, CA	—	4.8 (21)	Claimed
1333 N California Blvd Ste 100, Walnut Creek, CA	Financial planner	5.0 (20)	Claimed
35 W Slade St, Palatine, IL	Financial planner	4.8 (19)	Claimed
16430 N Scottsdale Rd #150, Scottsdale, AZ	Financial planner	5.0 (16)	Claimed
3655 Nobel Dr #200, San Diego, CA	—	5.0 (14)	Claimed

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