EP Wealth Advisors

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EP Wealth Advisors EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm with over $49.1 billion in AUM as of June 30, 2026.

As midterm elections are quickly approaching and headlines are making waves, many investors might be considering some po...
10/26/2026

As midterm elections are quickly approaching and headlines are making waves, many investors might be considering some portfolio moves.

EP Wealth Advisors Managing Director of Investments, Adam Phillips, urges investors to take caution before making such decisions.

“The media attention surrounding midterms adds noise and can create the urge to trade, as taking action can help calm anxiety and give investors a sense of control,” Adam tells WealthUp. “In this polarized environment, investor sentiment is often influenced by political beliefs, so midterms present another opportunity to vote with one’s wallet, even if that’s often not the prudent thing to do.”

Read Adam’s full advice here: https://wealthup.com/investment-portfolio-elections/

Growth through acquisitions must go hand-in-hand with organic growth. EP Wealth Advisors Co-Founder and Managing Directo...
10/23/2026

Growth through acquisitions must go hand-in-hand with organic growth. EP Wealth Advisors Co-Founder and Managing Director, Brian Parker, shared the importance of RIAs growing with a people-first ethos onstage at RIA Edge Orange County this week.

“Organic growth is really what all of these businesses are ultimately valued on,” he shared. “It’s very difficult to get somebody to grow. It’s much easier to find somebody that is growing and enhance what they’re doing and build a culture around that.”

For more highlights from the panel, read the article in Wealth Management: https://www.wealthmanagement.com/ria-edge/ria-edge-panel-why-a-good-m-a-strategy-must-stay-focused-on-organic-growth

A lot can change in 12 years. Having an advisor who understands your goals and priorities can help you navigate what com...
10/23/2026

A lot can change in 12 years. Having an advisor who understands your goals and priorities can help you navigate what comes next.

One couple recently reflected on more than a decade of working with Ryan Serrecchia and the EP Wealth team, highlighting the knowledge, responsiveness, and ongoing guidance they've appreciated throughout their relationship.

Your financial needs may change over time. Connect with an EP Wealth advisor to explore a personalized planning approach designed around your goals, both today and in the years ahead.



Client experience may not reflect the experience of others. No compensation provided. See full disclosures at https://www.epwealth.com/client-testimonials.

10/21/2026

A divorce settlement may determine who receives which assets. But that doesn’t necessarily tell you what your financial life will look like afterward.

Taxes, future asset values and monthly cash flow can make two seemingly similar settlement options produce very different long-term outcomes.

Listen to the full episode with Kathy Costas, CDFA®, to learn more about why divorce financial planning should look beyond the settlement and consider the years that follow: https://media.epwealth.com/show/ep-wealth-insights/videos/paths-through-divorce-37-survivor-style-divorce/

Protecting your personal information is an important part of safeguarding your financial well-being.Join EP Wealth Advis...
10/21/2026

Protecting your personal information is an important part of safeguarding your financial well-being.

Join EP Wealth Advisors on October 28 for Beyond Passwords: Protecting the Households Behind Your Wealth, a webinar featuring cybersecurity experts Katherine Middagh and Mark Hurley.

Discover practical strategies to help protect your identity, secure your financial accounts, and keep your family safer online.

October 28, 2026 | 11 AM PT / 2 PM ET

Register today: https://events.epwealth.com/cybersecurity-2026-2/social

What drives sustainable organic growth in wealth management? EP Wealth Advisors Co-founder Brian Parker will explore tha...
10/21/2026

What drives sustainable organic growth in wealth management?

EP Wealth Advisors Co-founder Brian Parker will explore that question at RIA Edge during a panel discussion, “The Art and Science of Growing from Within.”

The conversation will focus on how firms can foster organic growth by investing in their people and creating opportunities for long-term success.

Attending RIA Edge? Join the discussion.

10/20/2026

The S&P 500 has gained approximately 115% over the past four years, despite inflation, rising interest rates and economic uncertainty.
But what's keeping the bull market going?

Corporate earnings remain a key driver, with technology and AI-related companies accounting for much of the expected growth. As earnings season unfolds, investors will be watching whether companies can deliver on rising expectations.

Watch the latest Market Update to learn more.

As the RIA industry experiences another strong year of M&A, one thing not affecting conversations is what is happening i...
10/20/2026

As the RIA industry experiences another strong year of M&A, one thing not affecting conversations is what is happening in Washington, our Chief M&A Partnerships Officer Kyle Miller tells Financial Advisor Magazine.

While higher borrowing costs, tax questions and tougher due diligence are all at play, Kyle says EP has been busier than ever and expects larger transactions in the fourth quarter.

Read more from Kyle here: https://www.fa-mag.com/news/midterms-loom--but-ria-dealmakers-aren-t-waiting-for-washington-88867.html

&A

Thinking about taking a sabbatical? EP Wealth Vice President, Advisor, Carrie Sax, CFA, CFP®, explains how advance plann...
10/19/2026

Thinking about taking a sabbatical?

EP Wealth Vice President, Advisor, Carrie Sax, CFA, CFP®, explains how advance planning can help you evaluate the costs, career timing, and financial tradeoffs that come with stepping away from work.

Check out Carrie's latest blog here: https://www.epwealth.com/blog/can-i-afford-to-take-a-sabbatical

William Bengen introduced the 4% withdrawal rule in 1994, and he has since raised his own recommended safe rate to 4.7%....
10/16/2026

William Bengen introduced the 4% withdrawal rule in 1994, and he has since raised his own recommended safe rate to 4.7%. So does the rule still hold up?

The Chicago Tribune Media GroupC PrimeTime special section put that question to financial professionals across the Chicago area, including EP Wealth Regional Director Shari Greco Reiches.

"I don't think we should do away with it," Shari told the Tribune. "But you should go in with your eyes open and really look at all the factors that will impact your retirement. That's because everyone's situation is unique."

Retirement age, a younger spouse, how much sits in 401(k)s and IRAs, long-term care coverage and legacy goals all change what a sustainable withdrawal looks like.

Read the full story on page 14 here: https://edition.pagesuite-professional.co.uk/html5/desktop/production/default.aspx?edid=9f48d0f5-893f-4433-9c44-a013ec5a0538

Address

21535 Hawthorne Boulevard , Suite 400
Torrance, CA
90503

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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