EP Wealth Advisors
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Fiduciary wealth management in Southern California
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Claim This Profile →About EP Wealth Advisors
EP Wealth Advisors is a fee-only fiduciary wealth management firm headquartered in Southern California, providing comprehensive financial planning and investment management to individuals and families.
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Financial Advisor Specialties
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Fee-only (AUM)
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