EP Wealth Advisors is a financial planning and investment management company near Los Angeles. The firm creates financial plans with analysis in tax preparation, insurance, real estate investment, Social Security, and employee benefits. Its portfolio managers help with either bond selection or mutual fund allocation while minimizing portfolio risks. It also offers assistance in planning taxes, retirement, estate, business, and life transition. EP Wealth Advisors has been featured in several media organizations, including CNBC, Yahoo! Finance, Forbes, and Financial Times.
21515 Hawthorne Boulevard
Torrance, CA 90503