EP Wealth

EP Wealth Advisors is a comprehensive financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial objectives. The firm offers a broad spectrum of wealth management services, including financial planning, investment management, retirement planning, estate planning, tax planning, and specialized services such as family office support and divorce financial planning. Operating as a fiduciary, EP Wealth Advisors prioritizes clients' best interests and maintains a fee-only structure to ensure objective investment recommendations.

The firm's origins trace back to 1999, with co-founders Brian Parker and Derek Holman establishing Premier Financial Management in 2004. They later merged with veteran advisor Stephanie Enright to form EP Wealth Advisors, driven by a commitment to client-first relationships and transparent financial guidance, contrasting with commission-driven models prevalent in larger firms. Since its inception, EP Wealth has expanded significantly, growing into a national presence with numerous offices across the United States.

EP Wealth Advisors focuses on a planning-based approach, working closely with clients to understand their unique situations and goals. Their team, comprising Certified Financial Planners (CFPs), tax and estate professionals, and portfolio managers, develops and implements personalized financial plans. The firm emphasizes ongoing monitoring and adjustments to these plans to adapt to changing market conditions and life circumstances. While specific portfolio companies are not highlighted, their investment management services encompass equity investments and real estate investing, catering to a diverse client base that includes federal employees, professional athletes, and business owners.

The leadership team at EP Wealth Advisors includes co-founders Derek Holman and Brian Parker, alongside Chairman & CEO Ryan Parker, and a robust management team overseeing operations, legal, human resources, finance, and technology. The firm's professionals are recognized for their expertise in various financial disciplines, providing comprehensive advice across different life stages and complex financial transitions.