Company Leaders
Our Culture
At EP Wealth Advisors, it’s all about people…the clients we support and the valued team members who help us deliver a superior experience while growing their own careers. The client-first mentality is not only the driving force of the culture at EP, but the very reason the firm exists. If you are looking to grow in your career and make a difference in the lives of clients and colleagues, EP could be the place. Our shared values are the foundation, and your unique background will be welcome.
Commitment and Connection
EP Wealth and its employees are committed to each other and the communities we serve. Our programs to empower women, spread financial literacy, give to varied important causes in each of our regions and mentor our next generation of leaders are just a few of the areas where EP is making an impact. EP offers up to 8 PTO hours that you can use solely for volunteer opportunities, and our Regional office and Torrance headquarters consistently create and host events, fundraisers and programs.
Awards & Recognition
At EP Wealth, we don’t work for awards. Serving our clients, colleagues and community is our top priority. Below is a recap of recent EP honors: -2024 Barron's Top 100 RIA Firms -2024 USA Today Best Financial Advisory Firms -2024 Orange County Business Journal Best Places to Work -2024 Denver Business Journal Best Places to Work -2024 Inc. 5000 Fastest-Growing Private Companies in America -2024 RIA Channel Top 50 Wealth Managers -2024 Energage Financial Services Top Workplaces