EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with more than $23.6 billion in client assets under management (as of 4/30/24). It starts by helping clients understand their destination before deciding on the route. Because today's economic landscape keeps changing, the firm holds that no formula fits investment management and financial planning. Its mission is to learn each client's unique situation and build a customized plan, with strategies aimed at specific goals and objectives. Long client relationships and a highly credentialed staff let the firm offer a fully integrated investment portfolio plus an individualized wealth plan, giving answers and insight to client questions with a single aim: 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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