EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $44.1 billion in client assets under management (as of 3/31/26). 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.