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.

Still holding “too much” of one stock? You’re not alone, and you may have more options than you think. In our upcoming w...
06/04/2026

Still holding “too much” of one stock?

You’re not alone, and you may have more options than you think.

In our upcoming webinar, EP Wealth Advisors’ Jeff Ingraham, CFA, CAIA, Linda Ginder, CFP®, EA, CDFA®, and Bret Miller, CFP®, EA, CCFC, will discuss how investors can approach concentrated stock positions with a strategy that balances risk, taxes, and long-term goals.

If you’ve been unsure what to do next, this session is designed for you. Reserve your spot: https://events.epwealth.com/thestockyoucantbringyourselftosell/social

06/03/2026

SpaceX is expected to become the largest IPO in history, potentially debuting at a valuation approaching $2 trillion. But does that automatically make it a great investment?

In this episode, we explore:

▪️ The risks and opportunities surrounding high-profile IPOs
▪️ Why valuation still matters
▪️ What history tells us about newly public companies
▪️ Why long-term investors should focus on fundamentals over hype

As excitement builds around SpaceX, OpenAI, Anthropic, and the next wave of AI-driven companies, investors should remain thoughtful and disciplined when evaluating speculative opportunities.

Tax-advantaged retirement accounts are powerful tools available for building long-term wealth, but only if you understan...
06/03/2026

Tax-advantaged retirement accounts are powerful tools available for building long-term wealth, but only if you understand how they work.

EP Wealth Vice President, Advisor, Partner, Jimmie Plaskey, CFP®, CDFA®, walks through the main account types, common mistakes, and strategies for every stage of your career: https://www.epwealth.com/blog/a-guide-to-tax-advantaged-retirement-accounts/

06/02/2026

SpaceX is expected to become the largest IPO in history, potentially debuting at a valuation approaching $2 trillion.

But does that automatically make it a great investment?

In this week’s Market Update, Adam Phillips discusses:
▪️ Why a great company is not always a great investment
▪️ The risks of investing at extremely high valuations
▪️ What history tells us about high-profile IPOs
▪️ Why long-term investors should stay focused on fundamentals

Watch Adam's full update here.

For the fourth year in a row, EP Wealth Advisors is being recognized by USA Today on their annual Best Financial Advisor...
06/02/2026

For the fourth year in a row, EP Wealth Advisors is being recognized by USA Today on their annual Best Financial Advisory Firms list for 2026!

EP Wealth is honored to be included on this list – thank you to all our clients and employees who made this possible!

This ranking highlights financial advisory firms in different AUM segments, taking into account their growth in AUM and recommendations from clients and peers.

Click here to view more details about the ranking: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/

See more details on EP’s awards & rankings here: https://www.epwealth.com/awards

This June, EP Wealth Advisors honors Pride Month and recognizes the importance of fostering a culture of inclusion, resp...
06/01/2026

This June, EP Wealth Advisors honors Pride Month and recognizes the importance of fostering a culture of inclusion, respect, and belonging.

We are proud to support the LGBTQ+ community and are grateful for the diverse perspectives, experiences, and contributions that help shape our workplace and the communities we serve. This month, we reflect on the value of creating environments where individuals feel welcomed, empowered, and supported.

Whether college is years away or just around the corner, National 529 Day is a reminder to consider how education saving...
05/30/2026

Whether college is years away or just around the corner, National 529 Day is a reminder to consider how education savings may fit within your long-term strategy.

A 529 plan is a tax-advantaged investment account that can help families save for qualified education expenses, including college, trade schools, and certain K-12 expenses.

To learn more about incorporating a 529 plan into your broader financial plan, visit: https://www.epwealth.com/services/financial-planning/

EP Wealth Advisors is honored to announce our inclusion on the 2026 USA Today Top Workplaces list! This is EP Wealth Adv...
05/29/2026

EP Wealth Advisors is honored to announce our inclusion on the 2026 USA Today Top Workplaces list!

This is EP Wealth Advisors' second time making the list, marking a significant step in our efforts to create a top workplace for employees to thrive and better serve clients. This list recognizes EP Wealth’s dedication to employee satisfaction, as it was based on employee survey data.

To learn more about this ranking, click here: https://www.usatoday.com/story/money/2026/04/09/best-places-to-work-2026-employees-survey/89402912007/

To read more about EP Wealth’s awards & rankings, click here: https://www.epwealth.com/awards

A thoughtful financial plan starts with understanding what matters most. One client recently shared how Jonathan Spector...
05/29/2026

A thoughtful financial plan starts with understanding what matters most.

One client recently shared how Jonathan Spector’s clear communication and personalized approach helped make complex financial topics easier to navigate—creating a relationship that now extends across generations of their family.

Reach out to an EP Wealth advisor to learn how personalized planning can support your goals.

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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