EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Todays 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.
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EP Wealth Advisors is a wealth manager based in Lafayette, United States, managing approximately $23.6B in assets.
EP Wealth Advisors is headquartered in Lafayette, United States.
EP Wealth Advisors manages approximately $23.6B in assets under management.
EP Wealth Advisors was founded in 2004.
EP Wealth Advisors focuses on Growth Capital, IPOs, Philanthropy, Private Equity, Recapitalization, Private Debt, Commercial & Professional Services, Finance.
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