EP Wealth Advisors

EP Wealth Advisors is honored to be ranked #11 on the annual Barron's Top 100 RIA Firms list! This annual list highlights the top independent advisory firms in the financial services sector based on assets managed by the firms, succession planning and other metrics. Thank you to all our clients and employees who make these award listings possible for EP Wealth. Click here to view the full list and additional details on the ranking: https://hubs.la/Q02QLQw90 https://lnkd.in/gXKBdMhJ #BarronsRanked #EPCelebrates

Are you a property owner exploring ways to diversify your real estate investments? Discover how 1031 exchanges and DSTs might potentially help you build passive income. Join us for this informative webinar on Thursday, December 12, hosted by Robert Black and presented by Chad Burton, CFP?. Reserve your virtual seat: https://hubs.la/Q02Z3mpW0 #EPWealthAdvisors #Webinar #RealEstate #1031Exchange

Throughout November, we’re recognizing National Entrepreneurship Month! At EP Wealth Advisors, we understand the unique challenges and opportunities business owners face. Our team is ready to provide guidance that aligns your business and personal financial goals, helping you plan for long-term success. Learn more about how our services can support your entrepreneurial vision: https://hubs.la/Q02YQqdR0 #EPWealthAdvisors #Entrepreneurship #Entrepreneur #BusinessPlanning

Thank you to the EP Wealth clients who attended our Informed Investor Market Outlook in Irvine! With over 150 guests, engaging discussions, and a dynamic Q&A, we explored 2024’s post-election impacts and strategies for navigating economic shifts. Adam N. Phillips, CFA, CAIA, CFP?, Managing Director of Investments, and Alfonso Rodriguez, CFA, Associate Director of Alternative Investment Research, shared insights on market trends and the financial landscape. We are grateful for the chance to connect in person and appreciate your continued trust. #EPWealthAdvisors #MarketOutlook

What’s driving the markets this week? In our Weekly Market Update, Adam N. Phillips, CFA, CAIA, CFP?and Robert Black discuss: ? Market Year-To-Date Returns ? Did the Market Over-React? ? Expectations on Inflation ? When & How Many Rate Cuts Watch the full update here to stay informed: https://hubs.la/Q02YDPtG0 #EPWealthAdvisors #PlanForWhatsImportant #Markets #WealthManagement

The Free Application for Federal Student Aid (FAFSA) opens on December 1, 2024, making it vitally important that students begin preparing for their application. Students will need to create their FSA ID and have documents ready such as their tax info and social security numbers. EP Wealth Advisors Associate Director of Financial Planning, Mike Ramirez, CFP?, CCFC, joins Yahoo Finance show “Wealth!” to discuss the upcoming FAFSA application and what students can expect when applying. Watch to hear all of Mike’s comments here: https://hubs.la/Q02YFsYK0 #EPWealthAdvisors #FAFSA #FinancialAid

Meet EP Wealth Advisors at Schwab IMPACT 2024 in San Francisco! Connect with EP Wealth Advisors’ Managing Director of M&A, Kyle Miller, to explore how our advisor partnerships can potentially help your firm prepare for future developments. Hear from other firms who partnered with EP and schedule time to connect with Kyle: https://hubs.la/Q02Y7Xtr0 #EPWealthAdvisors #SchwabIMPACT #RIA

While stocks like Tesla and Bitcoin have been in the spotlight, Adam N. Phillips, CFA, CAIA, CFP? Managing Director at EP Wealth Advisors, reminds investors to think beyond the obvious. In his CNBC interview, he shares why he thinks it's crucial to bet on the margins—finding opportunities in overlooked assets. Watch Adam’s full take here: https://hubs.la/Q02YfF2T0 #EPWealthAdvisors #CNBC #Markets #Stocks

EP Wealth Advisors welcomes Jorge Bernal as our first-ever Chief Operating Officer! With over 20 years of experience in the financial services industry, Jorge will lead EP’s internal Advisor, Marketing, Investments, Wealth Advisory Services and Wealth Management Services teams. Join us in welcoming Jorge to the firm! Read more about Jorge here: https://hubs.la/Q02YfYWm0 #EPWealthAdvisors #WelcomeToTheTeam

Are you looking to manage your real estate investments and potentially defer taxes? Join us online on Thursday, December 12, for an exclusive webinar on 1031 exchanges and Delaware Statutory Trusts (DSTs). Hosted by Robert Black and led by Chad Burton, CFP?, this webinar will explore strategies for investors interested in simplifying their real estate portfolios. Register today: https://hubs.la/Q02Y74JH0 #EPWealthAdvisors #Webinar #RealEstate #1031Exchange