EP Wealth Advisors

EP Wealth Advisors EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm with over $44.1 billion in AUM as of March 31, 2026.

Kicking off Summit 2026 with a focus on what matters most—our people and our clients. This week, teams from across EP We...
06/17/2026

Kicking off Summit 2026 with a focus on what matters most—our people and our clients.

This week, teams from across EP Wealth came together to strengthen relationships, share perspectives, and explore new ways to elevate the client experience. Through thoughtful discussions and firmwide collaboration, we're investing in the connections, knowledge, and teamwork that help us serve clients with excellence.

What stands out most to clients isn't always the plan itself—it's how they're treated throughout the process. One client...
06/12/2026

What stands out most to clients isn't always the plan itself—it's how they're treated throughout the process.

One client recently shared how Dan Federman’s thoughtful guidance, patience, and commitment to addressing every question helped them evaluate an earlier retirement timeline with greater clarity. What stood out most was the integrity and professionalism they experienced throughout the planning process.

Whether you're preparing for retirement or navigating another major life transition, connect with an EP Wealth advisor to explore a strategy tailored to your goals and priorities.



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

06/11/2026

The U.S. economy continues to show resilience, with strong job growth highlighting the strength of the labor market despite ongoing concerns about inflation and global uncertainty.

In this week's Market Update, Adam Phillips, CFA®, CAIA, CFP®, examines the latest employment data, upcoming inflation reports, and shifting Federal Reserve expectations.

06/09/2026

The U.S. economy continues to show resilience, with employers adding more than 350,000 jobs over the past two months.

This week's focus shifts to inflation data and what it could mean for Federal Reserve policy. Markets have moved from expecting multiple rate cuts this year to considering the possibility of a rate hike before year-end.

Meanwhile, recent volatility in technology stocks serves as a reminder of the importance of diversification in a changing market environment.

Watch this week's Market Update with Adam Phillips, CFA®, CAIA, CFP®.

From startups building their first processes to mature businesses preparing for an exit, operational planning looks diff...
06/08/2026

From startups building their first processes to mature businesses preparing for an exit, operational planning looks different at every stage.

EP Wealth Vice President, Advisor, Partner, Sara Gardner, CFP®, outlines how it can contribute to business value at every stage: https://www.epwealth.com/blog/what-is-operational-planning

If a large portion of your wealth is tied to a single stock, this conversation could help you think through your next mo...
06/08/2026

If a large portion of your wealth is tied to a single stock, this conversation could help you think through your next move.

Presented by Jeff Ingraham, CFA, CAIA, Linda Ginder, CFP®, EA, CDFA®, and Bret Miller, CFP®, EA, CCFC, this webinar will discuss:

• Managing concentrated stock risk
• Navigating taxes thoughtfully
• Creating a plan that fits your timeline and goals

Last chance to register: https://events.epwealth.com/thestockyoucantbringyourselftosell/social

Planning for the future often involves navigating a variety of financial, legal, and family considerations. For members ...
06/05/2026

Planning for the future often involves navigating a variety of financial, legal, and family considerations. For members of the LGBTQ+ community, those considerations can sometimes be especially complex.

This Pride Month, we're highlighting our LGBTQ+ Financial Planning Guide, which covers topics including estate planning, asset titling, planning for later life, and more.

Access the free guide here: https://www.epwealth.com/lgbtq-financial-planning-guide

Some financial decisions happen once in a lifetime. Others require ongoing guidance over many years. For more than 16 ye...
06/05/2026

Some financial decisions happen once in a lifetime. Others require ongoing guidance over many years.

For more than 16 years, one client has turned to Shari Greco Reiches and Rhea Ravindran for guidance through retirement planning, life transitions, and major financial decisions along the way. Shari and Rhea’s thoughtful approach has helped create a planning experience centered on the client’s needs, priorities, and long-term goals.

Your financial life is constantly evolving. Partner with an advisor who can help you navigate what comes next. Reach out to an EP Wealth advisor to learn more.

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

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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