EP Wealth Advisors

Mary Harris and her staff have been my financial advisors for over 20 years. I've appreciated their guidance and assistance. They take time to explain...

I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a...

Vickie is an absolutely wonderful resource for divorce financial planning. I run a successful relationship blog (over 7 million views to date and a book...

Run by two very intelligent and experienced guys, Scott and Eric. They complete a very elaborate evaluation to help you clearly establish your goals and...

Bill is very knowledgeable, patient, and extraordinarily welcoming. He has been super helpful in our business, and I highly recommend him to everyone!

Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do....

I was silly and left my taxes to do at the deadline practically and Ben helped me so much, he was so informative and was so great at communicating. Thanks...

Vincent is fabulous! He handles my, my partner, and some family members taxes/accounting. He is knowledgable and always available to take my calls and...

Hands down the most professional company I have ever worked with. Satin and her team were beyond knowledgeable. Satin took the time to not only address...

I've been working with Evan for several years now, and couldn't be more pleased. I have referred friends and family members, including my mother, after she...