EP Wealth Advisors
5.0
EP Wealth provides comprehensive financial planning services including family office services, financial planning, retirement planning, investment management, estate planning, and tax planning.
About
EP Wealth is a financial planning and wealth management firm serving individuals, families, federal employees, professional athletes, and women. They offer comprehensive services including family office services, financial planning with focus on life transitions and fiduciary services, divorce financial planning, retirement planning, investment management, estate planning, tax planning, and business planning.
Services
Family Office Services
Comprehensive family office services for high-net-worth individuals.
Financial Planning
Comprehensive financial planning including financial health assessment, life transition planning, fiduciary services, asset allocation, equity investments, and executive compensation planning.
Divorce Financial Planning
Specialized planning for divorce situations including pre-divorce budgeting, post-divorce budgeting, spousal maintenance, tax implications, and asset division.
Retirement Planning
Retirement planning services including defined contribution plans, 403(b) plans, IRAs, retirement income planning, 401(k) plans, and pre-retirement checklist planning.
Investment Management
Portfolio management, capital gains tax management, and withdrawal advice services.
Estate Planning
Estate planning services including charitable giving, real estate transfer, living wills, revocable living trusts, power of attorney, and charitable remainder trusts.
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