EP Wealth Advisors

EP Wealth Advisors, located at 1490 South Price Road in Chandler, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, we take a planning-based approach to address each client's unique needs. Our fee-only structure ensures objectivity in our investment recommendations. With a personalized touch and deep expertise, we allow our clients to focus on what truly matters to them.

At EP Wealth Advisors, we offer a wide range of wealth management services tailored to each individual client. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan. We manage changes to investment portfolios and assist in implementing estate, tax, giving, and other plans. Regular portfolio reviews ensure clients are informed of their progress and any life changes are taken into account.

Our nationwide coverage allows us to serve clients locally and conveniently. Clients can access our market insights and planning-based resources to stay informed. EP Wealth Advisors has been recognized as one of the fastest-growing private companies in America and as one of the best places to work by the Los Angeles Business Journal. Trust EP Wealth Advisors to help you manage all things important to you.