Financial Advisors
Irvine, CA
EP Wealth Advisors is a financial advisory firm based in Irvine that provides comprehensive wealth management and financial planning services to individuals and families in Orange County. The team specializes in investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. With a focus on personalized service and fiduciary standards, EP Wealth Advisors works as a trusted partner to help clients achieve their long-term financial goals.
Ideal for: High-net-worth individuals, Families planning for retirement, Business owners seeking wealth preservation strategies
Service area: Orange County, California
Comprehensive Wealth Management: EP Wealth Advisors provides end-to-end financial planning and investment management tailored to individual client needs and life goals.
Fiduciary Commitment: The firm operates under fiduciary standards, meaning advisors are legally obligated to act in clients' best interests.
Orange County Focus: Deep local presence in Orange County with expertise serving the region's affluent and high-net-worth individuals.
Address: 2211 Michelson Dr Suite 1150, Irvine, CA 92612
Phone: (949) 247-2067
Website: epwealth.com
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