The secrets to building generational wealth are not as elusive as you might think. Here, we explore ways to create a financial legacy for future generations and how EP Wealth Advisors help clients like you towards achieving this worthwhile goal. Read the details in our latest blog post: https://hubs.la/Q03dH8Bs0 #EPWealthAdvisors #GenerationalWealth #FinancialPlanning #EstatePlanning
关于我们
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $31 billion in client assets under management (as of 12/31/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
- 网站
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https://www.epwealth.com
EP Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Torrance，California
- 类型
- 私人持股
- 领域
- Investment Management、Holistic Financial Planning、Wealth Advisory、Retirement Planning、Estate Planning、Tax Planning、Business Planning、Divorce Planning、Asset Allocation、Portfolio Management和tax preparation
地点
EP Wealth Advisors员工
动态
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EP Wealth Advisors is honored to announce our inclusion on the 2025 USA TODAY Top Workplaces list! This is EP Wealth Advisors' first time making the list, marking a significant step in our efforts to create a top workplace for employees to thrive and better serve clients. This list recognizes EP Wealth’s dedication to employee satisfaction as it was based on employee survey data. To learn more about this ranking, click here: https://hubs.la/Q03dpphF0 To read more about EP Wealth’s awards & rankings, click here: https://hubs.la/Q03dpnjM0 #EPWealthAdvisors #USAToday #TopWorkplaces
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As many news outlets report that egg prices are falling nationally, consumers may not see the immediate price drops on their grocery bills. EP Wealth Advisors Regional Director in Phoenix, Adrian Larson, recently shared his thoughts with KPNX-TV | 12News on what to expect from these prices dropping and why not everyone will see an immediate difference. Read the full article and all of Adrian’s thoughts here: https://hubs.la/Q03dLHXk0 #EPWealthAdvisors #GroceryPrices #ConsumerFinance
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Excited to be joining #RIAEdge in Nashville on April 2 as a panelist on “The M&A Playbook: Making Smart, Selective Acquisitions.” Navigating the RIA M&A landscape requires strategic alignment, the right cultural fit, and a long-term vision. I'll be sharing insights on how firms can approach partnerships to drive sustainable growth. Looking forward to a great conversation with industry leaders. If you're attending, let’s connect! #EPWealthAdvisors #WealthManagement #RIA?
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Retirement isn’t just about saving—it’s about strategy. Are you prepared? Join EP Wealth’s financial experts Chad Burton, CFP?, and Ryan Ignacio, CFA, CFP? for an exclusive seminar on April 24 at the Hayes Mansion. We’ll cover: ? Managing real estate in retirement ? Portfolio transition ? Tax planning ? Social Security ? Retirement costs ? Estate preservation ? And more! Don’t leave your financial future to chance—register now: https://hubs.la/Q03dL5_w0 #EPWealthAdvisors #WealthManagement #RetirementPlanning
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With constant headlines and volatility, it’s easy to get caught up in the noise. This week, Adam N. Phillips, CFA, CAIA, CFP?, and Robert Black discuss: ? Market Returns Year-to-Date ? Emerging Markets Outperform ? Oversold Market Heats Up ? Thoughts on U.S. Deficit Watch the full update here: https://hubs.la/Q03dxlS80 #EPWealthAdvisors #Investing #Markets #MarketInsights #MarketUpdate
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This week, Ryan Parker joined industry leaders at Exchange 2025 to discuss the future of wealth management in the panel “Data into Action: What’s Next for the Advisor Industry?” Ryan shared insights on how RIAs can navigate industry changes, leverage data effectively, and stay focused on what truly drives growth—serving clients, colleagues, and communities. #EPWealthAdvisors #Exchange2025 #WealthManagement #RIA
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This week, Adam N. Phillips, CFA, CAIA, CFP?, and Robert Black discuss market insights that matter for long-term investors. ? Market Returns Year-to-Date ? Emerging Markets Outperform ? Oversold Market Heats Up ? Thoughts on U.S. Deficit Make informed decisions —tune in to the full update here: https://hubs.la/Q03dqRkg0 #EPWealthAdvisors #MarketInsights #MarketUpdate #Markets #Investing
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EP Wealth Advisors is honored to announce our inclusion on the 2025 USA TODAY Top Workplaces list! This is EP Wealth Advisors' first time making the list, marking a significant step in our efforts to create a top workplace for employees to thrive and better serve clients. This list recognizes EP Wealth’s dedication to employee satisfaction as it was based on employee survey data. To learn more about this ranking, click here: https://hubs.la/Q03dpphF0 To read more about EP Wealth’s awards & rankings, click here: https://hubs.la/Q03dpnjM0 #EPWealthAdvisors #USAToday #TopWorkplaces
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How should investors navigate this week’s market trends? Economic shifts, policy changes, and earnings reports—there’s a lot happening in the markets. In this week’s update, Adam N. Phillips, CFA, CAIA, CFP?, and Robert Black break down: ? Market Returns Year-to-Date ? Emerging Markets Outperform ? Oversold Market Heats Up ? Thoughts on U.S. Deficit Click here for the full video: https://hubs.la/Q03dm8DT0 #EPWealthAdvisors #Markets #WealthManagement #MarketTrends
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