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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

EP Wealth Advisors


EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm with more than34 offices nationwide. The firm manages nearly $23 billion in assets as of March 31, 2024. EP Wealth provides client-centric financial, tax and estate planning, and investment management services to individuals and businesses.